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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 | $2,197 | $73,009-97.0% | $90,756-97.6% | $68,495-96.8% |
| Participation rate | 3.9% | 70.8%-66.9pp | 75.7%-71.8pp | 67.9%-64.0pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $85 | $3,626-97.6% | $4,565-98.1% | $4,028-97.9% |
| Admin fee / account holder | $3 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |