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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 | $12,301 | $39,162-68.6% | $100,671-87.8% | $59,633-79.4% |
| Participation rate | 66.7% | 55.9%+10.8pp | 70.7%-4.0pp | 68.7%-2.0pp |
| Annual return | -0.44% | 21.07%-21.5pp | 20.43%-20.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $243 | $1,151-78.9% | $4,012-93.9% | $2,203-89.0% |
| Participant deferral / active EE | $679 | $1,992-65.9% | $3,144-78.4% | $3,192-78.7% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |