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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 | $7,623 | $167,353-95.4% | $143,797-94.7% | $134,545-94.3% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -11.15% | 0.48%-11.6pp | -0.04%-11.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,500 | $6,447-76.7% | $5,638-73.4% | $6,401-76.6% |
| Admin fee / account holder | $213 | $18,096-98.8% | $14,679-98.6% | $11,431-98.1% |