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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 | $6,778 | $53,162-87.3% | $91,227-92.6% | $68,490-90.1% |
| Participation rate | 9.7% | 63.2%-53.5pp | 73.2%-63.5pp | 67.9%-58.2pp |
| Annual return | -16.31% | -3.14%-13.2pp | 114.14%-130.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $519 | $2,974-82.5% | $4,234-87.7% | $4,028-87.1% |
| Admin fee / account holder | $1 | $4,493-100.0% | $5,423-100.0% | $5,403-100.0% |