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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 | $10,283 | $75,935-86.5% | $60,547-83.0% | $125,389-91.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | 3.01% | -5.38%+8.4pp | 335.64%-332.6pp | 282.24%-279.2pp |
| Employer contribution / active EE | $635 | $3,438-81.5% | $2,419-73.8% | $4,866-87.0% |
| Participant deferral / active EE | $635 | $4,506-85.9% | $3,328-80.9% | $5,352-88.1% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |