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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 | $9,571 | $133,981-92.9% | $112,249-91.5% | $134,532-92.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -19.54% | 47.16%-66.7pp | 27.48%-47.0pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,372 | $5,292-74.1% | $4,729-71.0% | $6,401-78.6% |
| Admin fee / account holder | $111 | $7,492-98.5% | $6,412-98.3% | $11,429-99.0% |