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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 | $18,055 | $71,873-74.9% | $86,698-79.2% | $68,490-73.6% |
| Participation rate | 32.4% | 72.2%-39.8pp | 76.6%-44.2pp | 67.9%-35.5pp |
| Annual return | -17.11% | 3.54%-20.6pp | 35.96%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $622 | $2,173-71.4% | $2,837-78.1% | $2,597-76.0% |
| Participant deferral / active EE | $737 | $3,779-80.5% | $4,656-84.2% | $4,028-81.7% |
| Admin fee / account holder | $119 | $6,110-98.0% | $7,492-98.4% | $5,403-97.8% |