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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 | $6,371 | $64,719-90.2% | $112,249-94.3% | $68,486-90.7% |
| Participation rate | 22.2% | 67.2%-44.9pp | 75.1%-52.8pp | 67.9%-45.7pp |
| Annual return | 40.79% | -11.40%+52.2pp | 27.48%+13.3pp | -7.85%+48.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,346 | $3,565-62.2% | $4,729-71.5% | $4,028-66.6% |
| Admin fee / account holder | $122 | $5,232-97.7% | $6,412-98.1% | $5,404-97.7% |