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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 | $17,497 | $147,167-88.1% | $111,392-84.3% | $135,382-87.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 78.9%-18.9pp | 82.6%-22.6pp |
| Annual return | -8.18% | -4.44%-3.7pp | -2.06%-6.1pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,533 | $5,204-70.5% | $4,328-64.6% | $4,779-67.9% |
| Participant deferral / active EE | $1,434 | $6,565-78.1% | $5,567-74.2% | $5,609-74.4% |
| Admin fee / account holder | $37 | $20,270-99.8% | $12,266-99.7% | $10,829-99.7% |