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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 | $9,982 | $62,586-84.1% | $76,766-87.0% | $64,181-84.4% |
| Participation rate | 21.4% | 72.8%-51.4pp | 77.0%-55.5pp | 69.6%-48.1pp |
| Annual return | -6.34% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $142 | $3,145-95.5% | $3,851-96.3% | $3,470-95.9% |
| Admin fee / account holder | $64 | $4,667-98.6% | $6,675-99.0% | $4,887-98.7% |