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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 | $9,653 | $61,660-84.3% | $80,022-87.9% | $64,181-85.0% |
| Participation rate | 26.1% | 71.7%-45.6pp | 75.8%-49.7pp | 69.6%-43.5pp |
| Annual return | -7.44% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $641 | $2,968-78.4% | $3,686-82.6% | $3,470-81.5% |
| Admin fee / account holder | $214 | $5,417-96.0% | $6,521-96.7% | $4,887-95.6% |