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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 | $4,824 | $167,533-97.1% | $151,645-96.8% | $134,545-96.4% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -18.40% | 7.81%-26.2pp | 3.34%-21.7pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $607 | $8,985-93.2% | $8,363-92.7% | $6,401-90.5% |
| Admin fee / account holder | $1 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |