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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 | $21,659 | $167,504-87.1% | $151,628-85.7% | $134,509-83.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -8.21% | 7.81%-16.0pp | 3.34%-11.5pp | 418.13%-426.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,034 | $8,985-88.5% | $8,363-87.6% | $6,400-83.8% |
| Admin fee / account holder | $45 | $13,779-99.7% | $11,613-99.6% | $11,427-99.6% |