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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 | $8,675 | $81,870-89.4% | $119,622-92.7% | $68,486-87.3% |
| Participation rate | 64.7% | 71.9%-7.2pp | 79.3%-14.6pp | 67.9%-3.2pp |
| Annual return | 0.80% | -23.82%+24.6pp | -14.98%+15.8pp | -7.85%+8.7pp |
| Employer contribution / active EE | $3,834 | $2,692+42.4% | $4,232-9.4% | $2,597+47.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |