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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 | $12,707 | $61,660-79.4% | $80,022-84.1% | $64,173-80.2% |
| Participation rate | 6.5% | 71.7%-65.2pp | 75.8%-69.3pp | 69.6%-63.0pp |
| Annual return | -1.69% | -0.33%-1.4pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $121 | $2,968-95.9% | $3,686-96.7% | $3,470-96.5% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |