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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 | $7,796 | $91,536-91.5% | $130,062-94.0% | $75,177-89.6% |
| Participation rate | 12.8% | 71.5%-58.6pp | 78.5%-65.7pp | 67.2%-54.4pp |
| Annual return | 16.95% | -631.62%+648.6pp | -137.37%+154.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $510 | $4,343-88.3% | $5,821-91.2% | $4,126-87.7% |
| Admin fee / account holder | $51 | $6,780-99.3% | $10,601-99.5% | $5,651-99.1% |