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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 | $3,800 | $167,362-97.7% | $143,799-97.4% | $134,532-97.2% |
| Participation rate | 36.8% | 84.8%-48.0pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -13.83% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $865 | $6,447-86.6% | $5,638-84.7% | $6,401-86.5% |
| Admin fee / account holder | $56 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |