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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 | $11,746 | $97,020-87.9% | $83,322-85.9% | $135,379-91.3% |
| Participation rate | 40.0% | 80.4%-40.4pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -6.93% | 12.31%-19.2pp | 10.64%-17.6pp | 519.79%-526.7pp |
| Employer contribution / active EE | $669 | $4,144-83.9% | $3,379-80.2% | $4,779-86.0% |
| Participant deferral / active EE | $1,297 | $5,964-78.3% | $5,565-76.7% | $5,609-76.9% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |