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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 | $6,571 | $50,947-87.1% | $74,549-91.2% | $64,173-89.8% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.1%-31.6pp | 69.6%-32.1pp |
| Annual return | -7.00% | -1.85%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $659 | $2,302-71.4% | $3,108-78.8% | $3,470-81.0% |
| Admin fee / account holder | $233 | $4,221-94.5% | $5,059-95.4% | $4,887-95.2% |