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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 | $22,698 | $358,152-93.7% | $345,870-93.4% | $461,066-95.1% |
| Participation rate | 28.6% | 90.7%-62.2pp | 91.2%-62.7pp | 87.7%-59.1pp |
| Annual return | 9.29% | -10.67%+20.0pp | -10.24%+19.5pp | 484.84%-475.5pp |
| Employer contribution / active EE | $0 | $6,073-100.0% | $5,845-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $629 | $2,733-77.0% | $2,984-78.9% | $6,032-89.6% |
| Admin fee / account holder | $291 | $35,126-99.2% | $33,207-99.1% | $28,147-99.0% |