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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 | $11,618 | $100,811-88.5% | $86,698-86.6% | $134,545-91.4% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -17.20% | 29.11%-46.3pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $920 | $5,339-82.8% | $4,656-80.2% | $6,401-85.6% |
| Admin fee / account holder | $175 | $10,926-98.4% | $7,492-97.7% | $11,431-98.5% |