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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 | $15,846 | $167,353-90.5% | $143,797-89.0% | $134,545-88.2% |
| Participation rate | 46.7% | 84.8%-38.2pp | 80.3%-33.7pp | 81.2%-34.6pp |
| Annual return | -19.22% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,028 | $6,447-68.5% | $5,638-64.0% | $6,401-68.3% |
| Admin fee / account holder | $91 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |