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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 | $18,564 | $62,589-70.3% | $76,768-75.8% | $64,173-71.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $846 | $3,145-73.1% | $3,852-78.0% | $3,470-75.6% |
| Admin fee / account holder | $43 | $4,667-99.1% | $6,675-99.4% | $4,887-99.1% |