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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 | $14,652 | $140,592-89.6% | $123,106-88.1% | $125,388-88.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -1.37% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,535 | $6,041-74.6% | $5,151-70.2% | $4,866-68.5% |
| Participant deferral / active EE | $1,659 | $6,980-76.2% | $6,229-73.4% | $5,352-69.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |