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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 | $11,878 | $167,352-92.9% | $143,788-91.7% | $134,509-91.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -13.73% | 0.47%-14.2pp | -0.03%-13.7pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,269 | $5,620-77.4% | $4,952-74.4% | $4,741-73.2% |
| Participant deferral / active EE | $1,191 | $6,447-81.5% | $5,638-78.9% | $6,400-81.4% |
| Admin fee / account holder | $102 | $18,091-99.4% | $14,675-99.3% | $11,427-99.1% |