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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 | $12,009 | $67,411-82.2% | $91,004-86.8% | $70,126-82.9% |
| Participation rate | 16.3% | 71.4%-55.0pp | 75.6%-59.3pp | 69.5%-53.2pp |
| Annual return | 20.50% | -40.16%+60.7pp | 4.60%+15.9pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $517 | $2,823-81.7% | $3,548-85.4% | $3,332-84.5% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |