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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 | $22,698 | $53,671-57.7% | $53,671-57.7% | $352,355-93.6% |
| Participation rate | 28.6% | 82.1%-53.6pp | 82.1%-53.6pp | 89.9%-61.3pp |
| Annual return | 9.29% | -19.59%+28.9pp | -19.15%+28.4pp | 910.77%-901.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $2,378-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $629 | $2,337-73.1% | $2,337-73.1% | $6,422-90.2% |
| Admin fee / account holder | $291 | $140,096-99.8% | $140,096-99.8% | $32,261-99.1% |