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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 | $14,002 | $167,533-91.6% | $151,645-90.8% | $134,545-89.6% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -10.48% | 7.81%-18.3pp | 3.34%-13.8pp | 418.37%-428.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $860 | $8,985-90.4% | $8,363-89.7% | $6,401-86.6% |
| Admin fee / account holder | $214 | $13,781-98.5% | $11,614-98.2% | $11,431-98.1% |