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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 | $22,873 | $110,083-79.2% | $151,645-84.9% | $68,490-66.6% |
| Participation rate | 32.4% | 84.0%-51.5pp | 87.5%-55.1pp | 67.9%-35.5pp |
| Annual return | -13.85% | -10.12%-3.7pp | 3.34%-17.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $586 | $6,526-91.0% | $8,363-93.0% | $4,028-85.4% |
| Admin fee / account holder | $200 | $7,718-97.4% | $11,614-98.3% | $5,403-96.3% |