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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 | $3,334 | $42,910-92.2% | $60,919-94.5% | $68,490-95.1% |
| Participation rate | 54.0% | 66.8%-12.8pp | 73.1%-19.1pp | 67.9%-13.9pp |
| Annual return | -10.79% | -13.99%+3.2pp | 16.96%-27.8pp | -7.85%-2.9pp |
| Employer contribution / active EE | $500 | $1,978-74.7% | $2,704-81.5% | $2,597-80.7% |
| Participant deferral / active EE | $94 | $2,866-96.7% | $3,814-97.5% | $4,028-97.7% |
| Admin fee / account holder | $156 | $3,104-95.0% | $3,228-95.2% | $5,403-97.1% |