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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 | $18,365 | $167,362-89.0% | $143,799-87.2% | $134,532-86.3% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -15.22% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,400 | $6,447-78.3% | $5,638-75.2% | $6,401-78.1% |
| Admin fee / account holder | $37 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |