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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 | $15,534 | $57,352-72.9% | $83,830-81.5% | $64,173-75.8% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -8.04% | 11.38%-19.4pp | 850.97%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $665 | $2,993-77.8% | $4,082-83.7% | $3,470-80.8% |
| Admin fee / account holder | $141 | $4,046-96.5% | $5,479-97.4% | $4,887-97.1% |