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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 | $17,449 | $92,219-81.1% | $76,767-77.3% | $135,380-87.1% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $680 | $3,216-78.8% | $2,485-72.6% | $4,779-85.8% |
| Participant deferral / active EE | $1,253 | $4,508-72.2% | $3,852-67.5% | $5,609-77.7% |
| Admin fee / account holder | $98 | $10,749-99.1% | $6,675-98.5% | $10,828-99.1% |