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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 | $5,879 | $167,533-96.5% | $151,645-96.1% | $134,545-95.6% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -19.56% | 7.81%-27.4pp | 3.34%-22.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $251 | $8,985-97.2% | $8,363-97.0% | $6,401-96.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |