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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 | $14,165 | $100,805-85.9% | $86,698-83.7% | $134,532-89.5% |
| Participation rate | 54.5% | 79.0%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -17.34% | 29.09%-46.4pp | 35.95%-53.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $451 | $5,339-91.5% | $4,656-90.3% | $6,401-92.9% |
| Admin fee / account holder | $234 | $10,925-97.9% | $7,493-96.9% | $11,429-98.0% |