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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 | $11,251 | $133,981-91.6% | $112,249-90.0% | $134,532-91.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -14.37% | 47.16%-61.5pp | 27.48%-41.9pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $634 | $5,292-88.0% | $4,729-86.6% | $6,401-90.1% |
| Admin fee / account holder | $51 | $7,492-99.3% | $6,412-99.2% | $11,429-99.6% |