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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 | $10,064 | $46,697-78.4% | $117,533-91.4% | $68,486-85.3% |
| Participation rate | 15.7% | 56.8%-41.1pp | 70.6%-54.9pp | 67.9%-52.2pp |
| Annual return | -18.10% | -14.52%-3.6pp | 29.77%-47.9pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $346 | $2,637-86.9% | $4,072-91.5% | $4,028-91.4% |
| Admin fee / account holder | $18 | $4,023-99.5% | $5,647-99.7% | $5,404-99.7% |