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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 | $16,852 | $81,870-79.4% | $119,608-85.9% | $68,495-75.4% |
| Participation rate | 10.0% | 71.9%-61.9pp | 79.3%-69.3pp | 67.9%-57.9pp |
| Annual return | -11.50% | -23.82%+12.3pp | -14.98%+3.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $272 | $4,148-93.4% | $5,601-95.1% | $4,028-93.2% |
| Admin fee / account holder | $46 | $6,583-99.3% | $10,326-99.6% | $5,403-99.2% |