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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 | $18,495 | $92,219-79.9% | $76,767-75.9% | $135,380-86.3% |
| Participation rate | 35.0% | 79.8%-44.8pp | 77.0%-42.0pp | 82.6%-47.6pp |
| Annual return | -4.69% | 5.46%-10.2pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $544 | $4,508-87.9% | $3,852-85.9% | $5,609-90.3% |
| Admin fee / account holder | $56 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |