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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 | $13,195 | $92,219-85.7% | $76,766-82.8% | $135,382-90.3% |
| Participation rate | 26.3% | 79.8%-53.5pp | 77.0%-50.6pp | 82.6%-56.3pp |
| Annual return | -5.14% | 5.46%-10.6pp | 2.43%-7.6pp | 519.77%-524.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $342 | $4,508-92.4% | $3,851-91.1% | $5,609-93.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |