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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 | $6,387 | $42,909-85.1% | $60,906-89.5% | $68,486-90.7% |
| Participation rate | 69.0% | 66.8%+2.2pp | 73.1%-4.1pp | 67.9%+1.1pp |
| Annual return | -17.79% | -13.99%-3.8pp | 16.94%-34.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $612 | $2,866-78.6% | $3,814-84.0% | $4,028-84.8% |
| Admin fee / account holder | $12 | $3,104-99.6% | $3,227-99.6% | $5,404-99.8% |