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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 | $13,795 | $131,835-89.5% | $108,582-87.3% | $273,972-95.0% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.6%-48.8pp | 83.0%-52.2pp |
| Annual return | 9.33% | -91.57%+100.9pp | -51.70%+61.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $148 | $5,127-97.1% | $4,311-96.6% | $5,287-97.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |