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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 | $12,049 | $127,386-90.5% | $115,037-89.5% | $125,388-90.4% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | -1.61% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,059 | $6,423-83.5% | $6,026-82.4% | $5,352-80.2% |
| Admin fee / account holder | $71 | $9,516-99.3% | $8,175-99.1% | $9,541-99.3% |