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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 | $6,427 | $127,386-95.0% | $115,037-94.4% | $125,388-94.9% |
| Participation rate | 23.5% | 84.2%-60.6pp | 81.4%-57.8pp | 83.2%-59.7pp |
| Annual return | -3.03% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,363 | $6,423-78.8% | $6,026-77.4% | $5,352-74.5% |
| Admin fee / account holder | $162 | $9,516-98.3% | $8,175-98.0% | $9,541-98.3% |