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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 | $8,274 | $75,935-89.1% | $60,547-86.3% | $125,389-93.4% |
| Participation rate | 44.4% | 76.5%-32.1pp | 68.0%-23.5pp | 83.2%-38.7pp |
| Annual return | -0.71% | -5.38%+4.7pp | 335.64%-336.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $838 | $4,506-81.4% | $3,328-74.8% | $5,352-84.3% |
| Admin fee / account holder | $61 | $6,768-99.1% | $4,536-98.6% | $9,541-99.4% |