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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,135 | $64,719-98.2% | $112,249-99.0% | $68,486-98.3% |
| Participation rate | 14.8% | 67.2%-52.3pp | 75.1%-60.2pp | 67.9%-53.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $265 | $3,565-92.6% | $4,729-94.4% | $4,028-93.4% |
| Admin fee / account holder | $32 | $5,232-99.4% | $6,412-99.5% | $5,404-99.4% |