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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 | $133,998-96.3% | $112,263-95.6% | $134,545-96.3% |
| Participation rate | 19.0% | 78.6%-59.5pp | 75.1%-56.0pp | 81.2%-62.2pp |
| Annual return | -17.13% | 47.17%-64.3pp | 27.49%-44.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $360 | $5,292-93.2% | $4,729-92.4% | $6,401-94.4% |
| Admin fee / account holder | $176 | $7,493-97.6% | $6,410-97.3% | $11,431-98.5% |