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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 | $15,582 | $77,817-80.0% | $123,553-87.4% | $64,173-75.7% |
| Participation rate | 47.9% | 74.7%-26.8pp | 82.3%-34.4pp | 69.6%-21.7pp |
| Annual return | -6.79% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $978 | $3,014-67.6% | $4,628-78.9% | $2,381-58.9% |
| Participant deferral / active EE | $1,658 | $5,240-68.4% | $6,426-74.2% | $3,470-52.2% |
| Admin fee / account holder | $155 | $5,519-97.2% | $9,284-98.3% | $4,887-96.8% |