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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 | $4,036 | $56,339-92.8% | $104,301-96.1% | $68,495-94.1% |
| Participation rate | 8.0% | 63.3%-55.3pp | 73.3%-65.3pp | 67.9%-59.9pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $322 | $3,077-89.5% | $4,626-93.0% | $4,028-92.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,403-100.0% |