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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 | $8,464 | $211,946-96.0% | $169,452-95.0% | $135,382-93.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -2.37% | 3.26%-5.6pp | 1.83%-4.2pp | 519.77%-522.1pp |
| Employer contribution / active EE | $721 | $5,117-85.9% | $4,157-82.7% | $4,779-84.9% |
| Participant deferral / active EE | $721 | $6,075-88.1% | $5,277-86.3% | $5,609-87.2% |
| Admin fee / account holder | $40 | $11,472-99.7% | $9,110-99.6% | $10,829-99.6% |