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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 | $3,193 | $64,719-95.1% | $112,249-97.2% | $68,486-95.3% |
| Participation rate | 28.3% | 67.2%-38.9pp | 75.1%-46.8pp | 67.9%-39.6pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $357 | $3,565-90.0% | $4,729-92.5% | $4,028-91.1% |
| Admin fee / account holder | $21 | $5,232-99.6% | $6,412-99.7% | $5,404-99.6% |