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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 | $17,541 | $175,600-90.0% | $129,110-86.4% | $134,509-87.0% |
| Participation rate | 23.1% | 81.6%-58.5pp | 77.3%-54.2pp | 81.2%-58.2pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,975 | $6,355-53.2% | $5,052-41.1% | $4,741-37.2% |
| Participant deferral / active EE | $1,070 | $7,975-86.6% | $6,542-83.6% | $6,400-83.3% |
| Admin fee / account holder | $7 | $23,567-100.0% | $14,302-99.9% | $11,427-99.9% |