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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 | $15,324 | $167,362-90.8% | $143,799-89.3% | $134,532-88.6% |
| Participation rate | 18.8% | 84.8%-66.1pp | 80.3%-61.6pp | 81.2%-62.5pp |
| Annual return | 4.09% | 0.47%+3.6pp | -0.04%+4.1pp | 418.27%-414.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,385 | $6,447-78.5% | $5,638-75.4% | $6,401-78.4% |
| Admin fee / account holder | $132 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |