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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 | $4,504 | $42,909-89.5% | $60,906-92.6% | $68,486-93.4% |
| Participation rate | 34.6% | 66.8%-32.2pp | 73.1%-38.5pp | 67.9%-33.3pp |
| Annual return | -18.17% | -13.99%-4.2pp | 16.94%-35.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $250 | $2,866-91.3% | $3,814-93.4% | $4,028-93.8% |
| Admin fee / account holder | $258 | $3,104-91.7% | $3,227-92.0% | $5,404-95.2% |