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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 | $7,370 | $42,548-82.7% | $74,549-90.1% | $56,287-86.9% |
| Participation rate | 30.5% | 60.5%-30.0pp | 69.1%-38.7pp | 69.9%-39.4pp |
| Annual return | -5.31% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $522 | $2,277-77.1% | $3,108-83.2% | $3,350-84.4% |
| Admin fee / account holder | $177 | $467-62.2% | $5,059-96.5% | $521-66.1% |