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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 | $18,024 | $99,032-81.8% | $80,022-77.5% | $135,379-86.7% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -7.72% | 15.39%-23.1pp | 11.22%-18.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $644 | $3,043-78.8% | $2,468-73.9% | $4,779-86.5% |
| Participant deferral / active EE | $710 | $4,282-83.4% | $3,686-80.7% | $5,609-87.3% |
| Admin fee / account holder | $33 | $10,436-99.7% | $6,521-99.5% | $10,828-99.7% |