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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 | $14,709 | $100,805-85.4% | $86,698-83.0% | $134,532-89.1% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -16.84% | 29.09%-45.9pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $791 | $5,339-85.2% | $4,656-83.0% | $6,401-87.6% |
| Admin fee / account holder | $287 | $10,925-97.4% | $7,493-96.2% | $11,429-97.5% |