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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 | $8,554 | $57,352-85.1% | $83,830-89.8% | $64,173-86.7% |
| Participation rate | 16.3% | 68.6%-52.3pp | 76.1%-59.9pp | 69.6%-53.3pp |
| Annual return | -8.20% | 11.38%-19.6pp | 850.97%-859.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $265 | $2,993-91.1% | $4,082-93.5% | $3,470-92.4% |
| Admin fee / account holder | $107 | $4,046-97.4% | $5,479-98.1% | $4,887-97.8% |