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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 | $1,686 | $133,998-98.7% | $112,263-98.5% | $134,545-98.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -14.99% | 47.17%-62.2pp | 27.49%-42.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $185 | $5,292-96.5% | $4,729-96.1% | $6,401-97.1% |
| Admin fee / account holder | $26 | $7,493-99.6% | $6,410-99.6% | $11,431-99.8% |