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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 | $12,057 | $49,280-75.5% | $67,313-82.1% | $64,173-81.2% |
| Participation rate | 63.0% | 60.8%+2.2pp | 69.1%-6.1pp | 69.6%-6.6pp |
| Annual return | -6.31% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $367 | $1,668-78.0% | $2,566-85.7% | $2,381-84.6% |
| Participant deferral / active EE | $568 | $2,484-77.1% | $3,568-84.1% | $3,470-83.6% |
| Admin fee / account holder | $180 | $3,863-95.3% | $4,507-96.0% | $4,887-96.3% |