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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 | $23,168 | $149,333-84.5% | $106,387-78.2% | $135,380-82.9% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.5%-27.5pp | 82.6%-32.6pp |
| Annual return | -4.97% | 0.52%-5.5pp | 0.25%-5.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,040 | $4,984-79.1% | $3,520-70.5% | $4,779-78.2% |
| Participant deferral / active EE | $975 | $7,230-86.5% | $5,421-82.0% | $5,609-82.6% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |