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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 | $4,482 | $167,362-97.3% | $143,799-96.9% | $134,532-96.7% |
| Participation rate | 26.7% | 84.8%-58.2pp | 80.3%-53.6pp | 81.2%-54.6pp |
| Annual return | -19.86% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $480 | $6,447-92.6% | $5,638-91.5% | $6,401-92.5% |
| Admin fee / account holder | $141 | $18,094-99.2% | $14,677-99.0% | $11,429-98.8% |