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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 | $12,619 | $56,484-77.7% | $169,452-92.6% | $64,173-80.3% |
| Participation rate | 22.9% | 64.5%-41.6pp | 77.8%-54.9pp | 69.6%-46.7pp |
| Annual return | -2.52% | -1.55%-1.0pp | 1.83%-4.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $649 | $3,448-81.2% | $5,277-87.7% | $3,470-81.3% |
| Admin fee / account holder | $125 | $4,174-97.0% | $9,110-98.6% | $4,887-97.5% |