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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 | $5,092 | $84,518-94.0% | $67,704-92.5% | $125,389-95.9% |
| Participation rate | 16.7% | 74.8%-58.1pp | 67.5%-50.9pp | 83.2%-66.5pp |
| Annual return | -1.16% | 2.57%-3.7pp | 25.41%-26.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $177 | $3,292-94.6% | $2,559-93.1% | $4,866-96.4% |
| Participant deferral / active EE | $177 | $4,430-96.0% | $3,585-95.1% | $5,352-96.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |