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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 | $10,280 | $53,412-80.8% | $68,509-85.0% | $52,331-80.4% |
| Participation rate | 33.3% | 71.7%-38.3pp | 74.7%-41.4pp | 68.1%-34.8pp |
| Annual return | -0.66% | 3.42%-4.1pp | 8.27%-8.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $632 | $2,688-76.5% | $3,382-81.3% | $3,022-79.1% |
| Admin fee / account holder | $93 | $461-79.9% | $5,275-98.2% | $592-84.4% |