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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 | $12,257 | $82,678-85.2% | $125,391-90.2% | $68,490-82.1% |
| Participation rate | 11.0% | 75.1%-64.1pp | 82.4%-71.4pp | 67.9%-56.9pp |
| Annual return | -10.72% | -5.97%-4.8pp | 572.41%-583.1pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $634 | $6,111-89.6% | $7,448-91.5% | $4,028-84.2% |
| Admin fee / account holder | $256 | $6,277-95.9% | $10,009-97.4% | $5,403-95.3% |