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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 | $20,909 | $71,873-70.9% | $86,698-75.9% | $68,490-69.5% |
| Participation rate | 11.6% | 72.2%-60.6pp | 76.6%-65.0pp | 67.9%-56.3pp |
| Annual return | -12.24% | 3.54%-15.8pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $283 | $3,779-92.5% | $4,656-93.9% | $4,028-93.0% |
| Admin fee / account holder | $228 | $6,110-96.3% | $7,492-97.0% | $5,403-95.8% |