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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 | $19,205 | $69,977-72.6% | $108,582-82.3% | $62,881-69.5% |
| Participation rate | 22.4% | 72.9%-50.5pp | 79.6%-57.2pp | 69.3%-47.0pp |
| Annual return | 6.59% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $201 | $3,165-93.6% | $4,311-95.3% | $3,203-93.7% |
| Admin fee / account holder | $107 | $5,076-97.9% | $7,645-98.6% | $4,296-97.5% |