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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 | $17,734 | $71,878-75.3% | $86,698-79.5% | $68,486-74.1% |
| Participation rate | 52.5% | 72.2%-19.8pp | 76.6%-24.1pp | 67.9%-15.4pp |
| Annual return | -10.41% | 3.53%-13.9pp | 35.95%-46.4pp | -7.85%-2.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $380 | $3,779-90.0% | $4,656-91.8% | $4,028-90.6% |
| Admin fee / account holder | $182 | $6,113-97.0% | $7,493-97.6% | $5,404-96.6% |