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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 | $17,827 | $69,977-74.5% | $108,582-83.6% | $62,881-71.6% |
| Participation rate | 57.6% | 72.9%-15.3pp | 79.6%-22.0pp | 69.3%-11.7pp |
| Annual return | 6.76% | 10.73%-4.0pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,140 | $2,135+0.2% | $3,758-43.1% | $2,281-6.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $151 | $5,076-97.0% | $7,645-98.0% | $4,296-96.5% |