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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 | $7,252 | $92,219-92.1% | $76,768-90.6% | $135,379-94.6% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -5.21% | 5.46%-10.7pp | 2.43%-7.6pp | 519.79%-525.0pp |
| Employer contribution / active EE | $605 | $3,216-81.2% | $2,485-75.6% | $4,779-87.3% |
| Participant deferral / active EE | $619 | $4,508-86.3% | $3,852-83.9% | $5,609-89.0% |
| Admin fee / account holder | $82 | $10,749-99.2% | $6,675-98.8% | $10,828-99.2% |