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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 | $9,362 | $75,962-87.7% | $154,111-93.9% | $64,173-85.4% |
| Participation rate | 38.5% | 70.4%-32.0pp | 83.0%-44.6pp | 69.6%-31.1pp |
| Annual return | -7.62% | 30.32%-37.9pp | 735.18%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $649 | $3,175-79.6% | $5,081-87.2% | $3,470-81.3% |
| Admin fee / account holder | $275 | $5,589-95.1% | $13,411-98.0% | $4,887-94.4% |