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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 | $20,567 | $98,776-79.2% | $149,745-86.3% | $79,856-74.2% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.5%-65.8pp | 69.6%-53.0pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,334 | $5,681-58.9% | $6,843-65.9% | $3,741-37.6% |
| Admin fee / account holder | $142 | $6,053-97.7% | $9,312-98.5% | $5,306-97.3% |