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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 | $19,326 | $127,386-84.8% | $115,037-83.2% | $125,388-84.6% |
| Participation rate | 40.9% | 84.2%-43.2pp | 81.4%-40.5pp | 83.2%-42.3pp |
| Annual return | -2.20% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $807 | $6,423-87.4% | $6,026-86.6% | $5,352-84.9% |
| Admin fee / account holder | $76 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |