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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 | $23,461 | $131,835-82.2% | $108,582-78.4% | $273,972-91.4% |
| Participation rate | 22.7% | 83.5%-60.7pp | 79.6%-56.8pp | 83.0%-60.3pp |
| Annual return | 7.86% | -91.57%+99.4pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $463 | $5,127-91.0% | $4,311-89.3% | $5,287-91.2% |
| Admin fee / account holder | $16 | $10,253-99.8% | $7,645-99.8% | $10,133-99.8% |