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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 | $9,121 | $211,224-95.7% | $178,505-94.9% | $145,897-93.7% |
| Participation rate | 16.7% | 80.8%-64.2pp | 77.1%-60.5pp | 80.3%-63.6pp |
| Annual return | 0.00% | 30.28%-30.3pp | 27.16%-27.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,561 | $4,577-0.3% | $3,955+15.3% | $4,663-2.2% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |