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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 | $16,391 | $42,548-61.5% | $74,551-78.0% | $56,289-70.9% |
| Participation rate | 3.9% | 60.5%-56.5pp | 69.1%-65.2pp | 69.9%-65.9pp |
| Annual return | -5.38% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $42 | $2,277-98.2% | $3,108-98.7% | $3,350-98.8% |
| Admin fee / account holder | $85 | $467-81.7% | $5,059-98.3% | $521-83.6% |