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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 | $3,482 | $91,537-96.2% | $130,045-97.3% | $75,173-95.4% |
| Participation rate | 35.3% | 71.5%-36.2pp | 78.5%-43.2pp | 67.2%-31.9pp |
| Annual return | 21.33% | -631.55%+652.9pp | -137.30%+158.6pp | 160.72%-139.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $738 | $4,343-83.0% | $5,820-87.3% | $4,126-82.1% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |