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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 | $13,377 | $127,387-89.5% | $115,038-88.4% | $125,389-89.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,354 | $5,166-73.8% | $4,608-70.6% | $4,866-72.2% |
| Participant deferral / active EE | $1,625 | $6,423-74.7% | $6,026-73.0% | $5,352-69.6% |
| Admin fee / account holder | $86 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |