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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 | $24,842 | $72,404-65.7% | $110,243-77.5% | $64,173-61.3% |
| Participation rate | 41.4% | 73.3%-32.0pp | 79.8%-38.4pp | 69.6%-28.2pp |
| Annual return | -5.17% | -6.29%+1.1pp | 314.76%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,464 | $3,469-57.8% | $4,672-68.7% | $3,470-57.8% |
| Admin fee / account holder | $1 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |