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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 | $12,174 | $113,941-89.3% | $94,229-87.1% | $125,389-90.3% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | -1.37% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $784 | $4,727-83.4% | $3,587-78.1% | $4,866-83.9% |
| Participant deferral / active EE | $980 | $5,179-81.1% | $4,320-77.3% | $5,352-81.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |