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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 | $6,235 | $113,941-94.5% | $94,229-93.4% | $125,389-95.0% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -1.58% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,411 | $4,727-70.2% | $3,587-60.7% | $4,866-71.0% |
| Participant deferral / active EE | $1,467 | $5,179-71.7% | $4,320-66.0% | $5,352-72.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |