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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 | $15,975 | $167,522-90.5% | $151,639-89.5% | $134,532-88.1% |
| Participation rate | 36.4% | 88.4%-52.0pp | 87.5%-51.1pp | 81.2%-44.9pp |
| Annual return | -19.62% | 7.81%-27.4pp | 3.34%-23.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,434 | $8,986-72.9% | $8,363-70.9% | $6,401-62.0% |
| Admin fee / account holder | $120 | $13,780-99.1% | $11,613-99.0% | $11,429-98.9% |