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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 | $16,614 | $92,219-82.0% | $76,767-78.4% | $135,380-87.7% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -5.39% | 5.46%-10.8pp | 2.43%-7.8pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,161 | $3,216-63.9% | $2,485-53.3% | $4,779-75.7% |
| Participant deferral / active EE | $1,031 | $4,508-77.1% | $3,852-73.2% | $5,609-81.6% |
| Admin fee / account holder | $6 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |