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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 | $16,730 | $64,716-74.1% | $112,258-85.1% | $68,495-75.6% |
| Participation rate | 10.7% | 67.2%-56.4pp | 75.1%-64.3pp | 67.9%-57.2pp |
| Annual return | 121.99% | -11.40%+133.4pp | 27.47%+94.5pp | -7.84%+129.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $534 | $3,565-85.0% | $4,728-88.7% | $4,028-86.8% |
| Admin fee / account holder | $285 | $5,232-94.6% | $6,411-95.6% | $5,403-94.7% |