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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 | $6,294 | $39,162-83.9% | $100,671-93.7% | $59,633-89.4% |
| Participation rate | 50.0% | 55.9%-5.9pp | 70.7%-20.7pp | 68.7%-18.7pp |
| Annual return | -1.04% | 21.07%-22.1pp | 20.43%-21.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $607 | $1,151-47.3% | $4,012-84.9% | $2,203-72.4% |
| Participant deferral / active EE | $714 | $1,992-64.1% | $3,144-77.3% | $3,192-77.6% |
| Admin fee / account holder | $144 | $2,969-95.2% | $4,850-97.0% | $4,297-96.7% |