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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 | $53,533 | $261,171-79.5% | $252,559-78.8% | $222,458-75.9% |
| Participation rate | 0.0% | 58.0%-58.0pp | 50.9%-50.9pp | 48.7%-48.7pp |
| Annual return | 0.00% | -1.71%+1.7pp | -1.68%+1.7pp | -2.16%+2.2pp |
| Employer contribution / active EE | $53,533 | $47,449+12.8% | $44,959+19.1% | $42,949+24.6% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |