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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 | $6,690 | $133,998-95.0% | $112,263-94.0% | $134,545-95.0% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -19.55% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $988 | $5,292-81.3% | $4,729-79.1% | $6,401-84.6% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |