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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 | $11,383 | $53,596-78.8% | $90,657-87.4% | $64,173-82.3% |
| Participation rate | 30.0% | 64.5%-34.5pp | 74.0%-44.0pp | 69.6%-39.6pp |
| Annual return | -6.65% | 4.41%-11.1pp | 1.89%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $313 | $1,503-79.2% | $2,532-87.6% | $2,381-86.9% |
| Participant deferral / active EE | $361 | $2,459-85.3% | $3,424-89.4% | $3,470-89.6% |
| Admin fee / account holder | $292 | $3,868-92.4% | $4,994-94.1% | $4,887-94.0% |