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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 | $15,986 | $71,878-77.8% | $86,698-81.6% | $68,486-76.7% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.3pp |
| Annual return | -17.45% | 3.53%-21.0pp | 35.95%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $596 | $2,173-72.6% | $2,837-79.0% | $2,597-77.1% |
| Participant deferral / active EE | $1,557 | $3,779-58.8% | $4,656-66.6% | $4,028-61.3% |
| Admin fee / account holder | $260 | $6,113-95.7% | $7,493-96.5% | $5,404-95.2% |