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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 | $15,250 | $127,100-88.0% | $105,738-85.6% | $135,379-88.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -6.22% | 4.49%-10.7pp | 6.27%-12.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $919 | $4,107-77.6% | $3,268-71.9% | $4,779-80.8% |
| Participant deferral / active EE | $1,210 | $5,064-76.1% | $4,080-70.3% | $5,609-78.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |