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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 | $11,594 | $67,411-82.8% | $91,004-87.3% | $70,126-83.5% |
| Participation rate | 16.3% | 71.4%-55.1pp | 75.6%-59.3pp | 69.5%-53.2pp |
| Annual return | 15.70% | -40.16%+55.9pp | 4.60%+11.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $399 | $2,823-85.9% | $3,548-88.7% | $3,332-88.0% |
| Admin fee / account holder | $222 | $4,236-94.8% | $5,417-95.9% | $4,645-95.2% |