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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 | $4,807 | $127,096-96.2% | $105,736-95.5% | $135,380-96.4% |
| Participation rate | 61.5% | 82.7%-21.2pp | 76.3%-14.8pp | 82.6%-21.1pp |
| Annual return | -8.24% | 4.49%-12.7pp | 6.27%-14.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $620 | $5,064-87.8% | $4,080-84.8% | $5,609-89.0% |
| Admin fee / account holder | $110 | $9,087-98.8% | $6,913-98.4% | $10,828-99.0% |