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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 | $14,050 | $53,596-73.8% | $90,657-84.5% | $64,173-78.1% |
| Participation rate | 51.2% | 64.5%-13.4pp | 74.0%-22.9pp | 69.6%-18.4pp |
| Annual return | -7.83% | 4.41%-12.2pp | 1.89%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $633 | $2,459-74.3% | $3,424-81.5% | $3,470-81.8% |
| Admin fee / account holder | $240 | $3,868-93.8% | $4,994-95.2% | $4,887-95.1% |