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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 | $25,431 | $59,220-57.1% | $96,572-73.7% | $79,389-68.0% |
| Participation rate | 13.2% | 61.9%-48.7pp | 69.8%-56.7pp | 70.7%-57.6pp |
| Annual return | 0.00% | 27.08%-27.1pp | 37.79%-37.8pp | 116.89%-116.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $617 | $2,948-79.1% | $3,850-84.0% | $4,046-84.8% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |