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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 | $10,149 | $43,504-76.7% | $68,612-85.2% | $56,289-82.0% |
| Participation rate | 25.4% | 67.8%-42.5pp | 72.2%-46.9pp | 69.9%-44.5pp |
| Annual return | -6.86% | -3.15%-3.7pp | -4.63%-2.2pp | -9.96%+3.1pp |
| Employer contribution / active EE | $925 | $1,525-39.4% | $2,625-64.8% | $2,111-56.2% |
| Participant deferral / active EE | $729 | $2,509-70.9% | $3,311-78.0% | $3,350-78.2% |
| Admin fee / account holder | $166 | $515-67.8% | $5,131-96.8% | $521-68.2% |