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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 | $4,631 | $86,701-94.7% | $73,309-93.7% | $125,389-96.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -1.42% | 2.78%-4.2pp | 5.67%-7.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $979 | $4,152-76.4% | $3,237-69.8% | $4,866-79.9% |
| Participant deferral / active EE | $988 | $5,549-82.2% | $4,991-80.2% | $5,352-81.5% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |