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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 | $8,465 | $75,962-88.9% | $154,111-94.5% | $64,173-86.8% |
| Participation rate | 15.6% | 70.4%-54.8pp | 83.0%-67.4pp | 69.6%-53.9pp |
| Annual return | -4.10% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $363 | $3,175-88.6% | $5,081-92.8% | $3,470-89.5% |
| Admin fee / account holder | $194 | $5,589-96.5% | $13,411-98.6% | $4,887-96.0% |