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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 | $3,626 | $167,353-97.8% | $143,797-97.5% | $134,545-97.3% |
| Participation rate | 60.9% | 84.8%-24.0pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -12.57% | 0.48%-13.1pp | -0.04%-12.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,145 | $6,447-82.2% | $5,638-79.7% | $6,401-82.1% |
| Admin fee / account holder | $162 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |