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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 | $16,288 | $59,813-72.8% | $79,580-79.5% | $68,486-76.2% |
| Participation rate | 24.3% | 61.1%-36.8pp | 69.5%-45.2pp | 67.9%-43.6pp |
| Annual return | -14.42% | -12.30%-2.1pp | 0.15%-14.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $687 | $3,024-77.3% | $3,985-82.8% | $4,028-82.9% |
| Admin fee / account holder | $63 | $4,835-98.7% | $6,835-99.1% | $5,404-98.8% |