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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 | $14,529 | $64,716-77.5% | $112,258-87.1% | $68,495-78.8% |
| Participation rate | 63.0% | 67.2%-4.2pp | 75.1%-12.1pp | 67.9%-4.9pp |
| Annual return | -18.82% | -11.40%-7.4pp | 27.47%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $889 | $2,746-67.6% | $3,636-75.5% | $2,596-65.8% |
| Participant deferral / active EE | $1,245 | $3,565-65.1% | $4,728-73.7% | $4,028-69.1% |
| Admin fee / account holder | $129 | $5,232-97.5% | $6,411-98.0% | $5,403-97.6% |