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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 | $19,431 | $72,404-73.2% | $110,243-82.4% | $64,173-69.7% |
| Participation rate | 38.9% | 73.3%-34.4pp | 79.8%-40.9pp | 69.6%-30.7pp |
| Annual return | -5.50% | -6.29%+0.8pp | 314.76%-320.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $674 | $2,282-70.5% | $3,827-82.4% | $2,381-71.7% |
| Participant deferral / active EE | $767 | $3,469-77.9% | $4,672-83.6% | $3,470-77.9% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |