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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 | $4,607 | $167,362-97.2% | $143,799-96.8% | $134,532-96.6% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -15.39% | 0.47%-15.9pp | -0.04%-15.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $223 | $6,447-96.5% | $5,638-96.1% | $6,401-96.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |