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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 | $14,435 | $167,362-91.4% | $143,799-90.0% | $134,532-89.3% |
| Participation rate | 38.1% | 84.8%-46.7pp | 80.3%-42.2pp | 81.2%-43.1pp |
| Annual return | -17.52% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $489 | $6,447-92.4% | $5,638-91.3% | $6,401-92.4% |
| Admin fee / account holder | $61 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |