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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 | $15,279 | $100,811-84.8% | $86,698-82.4% | $134,545-88.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.01% | 29.11%-47.1pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,082 | $3,490-69.0% | $2,837-61.9% | $4,742-77.2% |
| Participant deferral / active EE | $1,082 | $5,339-79.7% | $4,656-76.8% | $6,401-83.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |