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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 | $11,392 | $142,392-92.0% | $119,622-90.5% | $134,532-91.5% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 0.47% | -12.46%+12.9pp | -14.98%+15.4pp | 418.27%-417.8pp |
| Employer contribution / active EE | $3,435 | $5,224-34.3% | $4,232-18.8% | $4,741-27.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |