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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 | $6,473 | $62,715-89.7% | $104,299-93.8% | $66,949-90.3% |
| Participation rate | 15.3% | 59.6%-44.3pp | 73.3%-57.9pp | 69.8%-54.5pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.62%-24.6pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $668 | $2,852-76.6% | $4,626-85.6% | $4,239-84.2% |
| Admin fee / account holder | $4 | $657-99.3% | $7,339-99.9% | $594-99.3% |