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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 | $12,062 | $167,352-92.8% | $143,788-91.6% | $134,509-91.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -18.83% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,268 | $5,620-77.4% | $4,952-74.4% | $4,741-73.3% |
| Participant deferral / active EE | $1,076 | $6,447-83.3% | $5,638-80.9% | $6,400-83.2% |
| Admin fee / account holder | $158 | $18,091-99.1% | $14,675-98.9% | $11,427-98.6% |