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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 | $11,727 | $56,484-79.2% | $169,452-93.1% | $64,173-81.7% |
| Participation rate | 19.5% | 64.5%-45.0pp | 77.8%-58.2pp | 69.6%-50.0pp |
| Annual return | -8.08% | -1.55%-6.5pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $757 | $3,448-78.0% | $5,277-85.6% | $3,470-78.2% |
| Admin fee / account holder | $68 | $4,174-98.4% | $9,110-99.2% | $4,887-98.6% |