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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 | $9,540 | $167,352-94.3% | $143,788-93.4% | $134,509-92.9% |
| Participation rate | 35.3% | 84.8%-49.5pp | 80.3%-45.0pp | 81.2%-45.9pp |
| Annual return | -11.38% | 0.47%-11.9pp | -0.03%-11.4pp | 418.13%-429.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $452 | $6,447-93.0% | $5,638-92.0% | $6,400-92.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |