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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 | $1,474 | $140,592-99.0% | $123,106-98.8% | $125,388-98.8% |
| Participation rate | 52.6% | 88.2%-35.6pp | 86.8%-34.1pp | 83.2%-30.6pp |
| Annual return | -0.17% | 16.80%-17.0pp | 13.22%-13.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $416 | $6,980-94.0% | $6,229-93.3% | $5,352-92.2% |
| Admin fee / account holder | $263 | $11,198-97.7% | $9,015-97.1% | $9,541-97.2% |