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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 | $12,637 | $50,947-75.2% | $74,551-83.0% | $64,173-80.3% |
| Participation rate | 23.5% | 61.1%-37.5pp | 69.1%-45.6pp | 69.6%-46.0pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $159 | $2,302-93.1% | $3,108-94.9% | $3,470-95.4% |
| Admin fee / account holder | $8 | $4,221-99.8% | $5,059-99.8% | $4,887-99.8% |