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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 | $12,130 | $43,730-72.3% | $121,220-90.0% | $64,173-81.1% |
| Participation rate | 13.8% | 58.3%-44.6pp | 71.8%-58.0pp | 69.6%-55.8pp |
| Annual return | -6.69% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $183 | $2,281-92.0% | $3,345-94.5% | $3,470-94.7% |
| Admin fee / account holder | $111 | $3,502-96.8% | $5,021-97.8% | $4,887-97.7% |