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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 | $9,459 | $167,353-94.3% | $143,797-93.4% | $134,545-93.0% |
| Participation rate | 60.9% | 84.8%-24.0pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -16.54% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,269 | $6,447-80.3% | $5,638-77.5% | $6,401-80.2% |
| Admin fee / account holder | $257 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |