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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 | $12,429 | $216,853-94.3% | $192,072-93.5% | $461,066-97.3% |
| Participation rate | 6.3% | 88.6%-82.4pp | 86.4%-80.1pp | 87.7%-81.4pp |
| Annual return | 19.92% | -0.83%+20.8pp | -0.38%+20.3pp | 484.84%-464.9pp |
| Employer contribution / active EE | $0 | $8,611-100.0% | $7,585-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $159 | $4,842-96.7% | $4,904-96.7% | $6,032-97.4% |
| Admin fee / account holder | $20 | $11,707-99.8% | $10,448-99.8% | $28,147-99.9% |