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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 | $15,168 | $86,692-82.5% | $119,634-87.3% | $66,949-77.3% |
| Participation rate | 10.2% | 75.6%-65.4pp | 79.3%-69.1pp | 69.8%-59.6pp |
| Annual return | 1.34% | -8.00%+9.3pp | -14.98%+16.3pp | 1.57%-0.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $778 | $4,360-82.2% | $5,601-86.1% | $4,239-81.7% |
| Admin fee / account holder | $76 | $755-90.0% | $10,329-99.3% | $594-87.2% |