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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 | $4,464 | $167,504-97.3% | $151,628-97.1% | $134,509-96.7% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -18.45% | 7.81%-26.3pp | 3.34%-21.8pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $745 | $8,985-91.7% | $8,363-91.1% | $6,400-88.4% |
| Admin fee / account holder | $79 | $13,779-99.4% | $11,613-99.3% | $11,427-99.3% |