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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 | $9,578 | $42,909-77.7% | $60,906-84.3% | $68,486-86.0% |
| Participation rate | 7.0% | 66.8%-59.8pp | 73.1%-66.1pp | 67.9%-60.9pp |
| Annual return | -13.88% | -13.99%+0.1pp | 16.94%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $355 | $2,866-87.6% | $3,814-90.7% | $4,028-91.2% |
| Admin fee / account holder | $171 | $3,104-94.5% | $3,227-94.7% | $5,404-96.8% |