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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 | $16,722 | $167,504-90.0% | $151,628-89.0% | $134,509-87.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -9.98% | 7.81%-17.8pp | 3.34%-13.3pp | 418.13%-428.1pp |
| Employer contribution / active EE | $2,681 | $6,828-60.7% | $6,165-56.5% | $4,741-43.5% |
| Participant deferral / active EE | $2,681 | $8,985-70.2% | $8,363-67.9% | $6,400-58.1% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |