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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 | $16,370 | $57,350-71.5% | $83,849-80.5% | $64,186-74.5% |
| Participation rate | 11.9% | 68.6%-56.7pp | 76.1%-64.2pp | 69.6%-57.7pp |
| Annual return | -7.64% | 11.38%-19.0pp | 850.91%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $156 | $2,993-94.8% | $4,082-96.2% | $3,470-95.5% |
| Admin fee / account holder | $215 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |