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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 | $17,099 | $71,878-76.2% | $86,698-80.3% | $68,486-75.0% |
| Participation rate | 26.8% | 72.2%-45.4pp | 76.6%-49.8pp | 67.9%-41.1pp |
| Annual return | -18.62% | 3.53%-22.2pp | 35.95%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,480 | $3,779-60.8% | $4,656-68.2% | $4,028-63.2% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |