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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 | $18,397 | $61,660-70.2% | $80,022-77.0% | $64,173-71.3% |
| Participation rate | 6.7% | 71.7%-65.0pp | 75.8%-69.2pp | 69.6%-62.9pp |
| Annual return | -6.60% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $153 | $2,968-94.8% | $3,686-95.8% | $3,470-95.6% |
| Admin fee / account holder | $96 | $5,417-98.2% | $6,521-98.5% | $4,887-98.0% |