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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 | $6,365 | $95,188-93.3% | $76,518-91.7% | $135,380-95.3% |
| Participation rate | 30.0% | 74.4%-44.4pp | 68.0%-38.0pp | 82.6%-52.6pp |
| Annual return | -8.71% | 4.85%-13.6pp | -0.27%-8.4pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $448 | $4,640-90.3% | $3,836-88.3% | $5,609-92.0% |
| Admin fee / account holder | $140 | $6,249-97.8% | $4,849-97.1% | $10,828-98.7% |