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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 | $16,603 | $64,719-74.3% | $112,249-85.2% | $68,486-75.8% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -17.58% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,055 | $3,565-70.4% | $4,729-77.7% | $4,028-73.8% |
| Admin fee / account holder | $54 | $5,232-99.0% | $6,412-99.2% | $5,404-99.0% |