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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 | $9,392 | $45,152-79.2% | $73,835-87.3% | $59,633-84.3% |
| Participation rate | 31.4% | 64.0%-32.6pp | 73.4%-42.0pp | 68.7%-37.2pp |
| Annual return | -2.56% | 27.40%-30.0pp | 2268.13%-2270.7pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $180 | $2,573-93.0% | $3,583-95.0% | $3,192-94.4% |
| Admin fee / account holder | $105 | $3,515-97.0% | $4,880-97.9% | $4,297-97.6% |