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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 | $25,619 | $91,559-72.0% | $133,978-80.9% | $79,856-67.9% |
| Participation rate | 25.9% | 73.3%-47.5pp | 79.8%-54.0pp | 69.6%-43.8pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.10%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $525 | $3,734-85.9% | $5,047-89.6% | $3,741-86.0% |
| Admin fee / account holder | $223 | $6,321-96.5% | $8,930-97.5% | $5,306-95.8% |