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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 | $15,089 | $52,678-71.4% | $75,784-80.1% | $59,633-74.7% |
| Participation rate | 40.0% | 67.2%-27.2pp | 75.8%-35.8pp | 68.7%-28.7pp |
| Annual return | -2.54% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $853 | $2,591-67.1% | $3,652-76.6% | $3,192-73.3% |
| Admin fee / account holder | $225 | $3,610-93.8% | $5,300-95.8% | $4,297-94.8% |