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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 | $20,472 | $81,870-75.0% | $119,608-82.9% | $68,495-70.1% |
| Participation rate | 14.8% | 71.9%-57.1pp | 79.3%-64.4pp | 67.9%-53.1pp |
| Annual return | -12.94% | -23.82%+10.9pp | -14.98%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $81 | $4,148-98.0% | $5,601-98.6% | $4,028-98.0% |
| Admin fee / account holder | $53 | $6,583-99.2% | $10,326-99.5% | $5,403-99.0% |