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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 | $7,761 | $67,411-88.5% | $91,004-91.5% | $70,126-88.9% |
| Participation rate | 24.1% | 71.4%-47.3pp | 75.6%-51.5pp | 69.5%-45.5pp |
| Annual return | 15.87% | -40.16%+56.0pp | 4.60%+11.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $403 | $2,823-85.7% | $3,548-88.6% | $3,332-87.9% |
| Admin fee / account holder | $10 | $4,236-99.8% | $5,417-99.8% | $4,645-99.8% |