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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 | $2,410 | $100,792-97.6% | $86,691-97.2% | $134,509-98.2% |
| Participation rate | 38.9% | 78.9%-40.1pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -13.30% | 29.08%-42.4pp | 35.94%-49.2pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $555 | $5,339-89.6% | $4,656-88.1% | $6,400-91.3% |
| Admin fee / account holder | $288 | $10,924-97.4% | $7,492-96.2% | $11,427-97.5% |