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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 | $14,324 | $158,852-91.0% | $121,220-88.2% | $135,380-89.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -8.01% | -0.64%-7.4pp | 16.94%-24.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,625 | $5,666-71.3% | $4,023-59.6% | $4,779-66.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $135 | $6,515-97.9% | $5,021-97.3% | $10,828-98.8% |