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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 | $15,655 | $100,805-84.5% | $86,698-81.9% | $134,532-88.4% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -7.76% | 29.09%-36.8pp | 35.95%-43.7pp | 418.27%-426.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $491 | $5,339-90.8% | $4,656-89.5% | $6,401-92.3% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |