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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 | $6,570 | $54,355-87.9% | $82,744-92.1% | $68,486-90.4% |
| Participation rate | 27.7% | 63.9%-36.3pp | 72.6%-44.9pp | 67.9%-40.2pp |
| Annual return | -19.00% | -13.67%-5.3pp | 702.22%-721.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $545 | $3,246-83.2% | $4,395-87.6% | $4,028-86.5% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |