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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 | $17,872 | $211,946-91.6% | $169,452-89.5% | $135,379-86.8% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -6.57% | 3.26%-9.8pp | 1.83%-8.4pp | 519.79%-526.4pp |
| Employer contribution / active EE | $734 | $5,117-85.6% | $4,157-82.3% | $4,779-84.6% |
| Participant deferral / active EE | $927 | $6,075-84.7% | $5,277-82.4% | $5,609-83.5% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |