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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 | $13,757 | $167,353-91.8% | $143,797-90.4% | $134,545-89.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.47% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $363 | $6,447-94.4% | $5,638-93.6% | $6,401-94.3% |
| Admin fee / account holder | $182 | $18,096-99.0% | $14,679-98.8% | $11,431-98.4% |