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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 | $26,186 | $110,083-76.2% | $151,628-82.7% | $68,495-61.8% |
| Participation rate | 59.2% | 84.0%-24.7pp | 87.5%-28.3pp | 67.9%-8.7pp |
| Annual return | -18.22% | -10.12%-8.1pp | 3.34%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,575 | $6,526-75.9% | $8,363-81.2% | $4,028-60.9% |
| Admin fee / account holder | $210 | $7,718-97.3% | $11,613-98.2% | $5,403-96.1% |