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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 | $4,964 | $133,983-96.3% | $112,244-95.6% | $134,493-96.3% |
| Participation rate | 19.0% | 78.6%-59.5pp | 75.1%-56.0pp | 81.2%-62.2pp |
| Annual return | -17.13% | 47.13%-64.3pp | 27.46%-44.6pp | 418.01%-435.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $360 | $5,291-93.2% | $4,728-92.4% | $6,400-94.4% |
| Admin fee / account holder | $176 | $7,490-97.6% | $6,411-97.3% | $11,425-98.5% |