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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 | $13,698 | $211,946-93.5% | $169,452-91.9% | $135,379-89.9% |
| Participation rate | 31.8% | 82.6%-50.8pp | 77.8%-46.0pp | 82.6%-50.8pp |
| Annual return | -7.97% | 3.26%-11.2pp | 1.83%-9.8pp | 519.79%-527.8pp |
| Employer contribution / active EE | $535 | $5,117-89.5% | $4,157-87.1% | $4,779-88.8% |
| Participant deferral / active EE | $791 | $6,075-87.0% | $5,277-85.0% | $5,609-85.9% |
| Admin fee / account holder | $154 | $11,472-98.7% | $9,110-98.3% | $10,828-98.6% |