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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 | $11,289 | $211,946-94.7% | $169,452-93.3% | $135,380-91.7% |
| Participation rate | 15.8% | 82.6%-66.8pp | 77.8%-62.0pp | 82.6%-66.9pp |
| Annual return | -4.71% | 3.26%-8.0pp | 1.83%-6.5pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $104 | $6,075-98.3% | $5,277-98.0% | $5,609-98.2% |
| Admin fee / account holder | $151 | $11,472-98.7% | $9,110-98.3% | $10,828-98.6% |