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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 | $22,698 | $484,881-95.3% | $525,660-95.7% | $382,429-94.1% |
| Participation rate | 28.6% | 89.9%-61.3pp | 88.1%-59.6pp | 87.7%-59.2pp |
| Annual return | 9.29% | -7.82%+17.1pp | -7.17%+16.5pp | 248.85%-239.6pp |
| Employer contribution / active EE | $0 | $7,199-100.0% | $6,528-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $629 | $3,872-83.8% | $3,867-83.7% | $5,727-89.0% |
| Admin fee / account holder | $291 | $33,092-99.1% | $34,307-99.2% | $30,732-99.1% |