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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 | $15,783 | $71,873-78.0% | $86,698-81.8% | $68,490-77.0% |
| Participation rate | 34.1% | 72.2%-38.1pp | 76.6%-42.4pp | 67.9%-33.8pp |
| Annual return | -14.32% | 3.54%-17.9pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $509 | $3,779-86.5% | $4,656-89.1% | $4,028-87.4% |
| Admin fee / account holder | $241 | $6,110-96.1% | $7,492-96.8% | $5,403-95.5% |