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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 | $11,193 | $127,387-91.2% | $115,038-90.3% | $125,389-91.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.44% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,214 | $5,166-37.8% | $4,608-30.3% | $4,866-34.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |