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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 | $11,199 | $106,115-89.4% | $85,969-87.0% | $125,389-91.1% |
| Participation rate | 53.3% | 84.1%-30.7pp | 76.5%-23.2pp | 83.2%-29.9pp |
| Annual return | -2.89% | 13.93%-16.8pp | 9.32%-12.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,080 | $4,537-54.1% | $3,474-40.1% | $4,866-57.2% |
| Participant deferral / active EE | $415 | $4,859-91.5% | $3,829-89.2% | $5,352-92.3% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |