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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 | $15,117 | $105,866-85.7% | $90,766-83.3% | $134,545-88.8% |
| Participation rate | 18.2% | 78.3%-60.1pp | 75.7%-57.5pp | 81.2%-63.1pp |
| Annual return | -16.90% | -10.99%-5.9pp | -12.16%-4.7pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $435 | $5,217-91.7% | $4,565-90.5% | $6,401-93.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |