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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 | $11,859 | $125,797-90.6% | $170,043-93.0% | $75,173-84.2% |
| Participation rate | 10.4% | 83.6%-73.2pp | 87.0%-76.6pp | 67.2%-56.8pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.40%-53.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,190 | $6,838-82.6% | $10,410-88.6% | $4,126-71.2% |
| Admin fee / account holder | $37 | $8,177-99.5% | $12,824-99.7% | $5,651-99.3% |