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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 | $10,100 | $125,797-92.0% | $170,043-94.1% | $75,173-86.6% |
| Participation rate | 24.3% | 83.6%-59.3pp | 87.0%-62.7pp | 67.2%-42.9pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.40%-53.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $146 | $6,838-97.9% | $10,410-98.6% | $4,126-96.5% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,824-100.0% | $5,651-100.0% |