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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 | $9,841 | $49,280-80.0% | $67,313-85.4% | $64,181-84.7% |
| Participation rate | 10.5% | 60.8%-50.3pp | 69.1%-58.6pp | 69.6%-59.0pp |
| Annual return | -6.77% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $161 | $2,484-93.5% | $3,568-95.5% | $3,470-95.4% |
| Admin fee / account holder | $65 | $3,863-98.3% | $4,507-98.5% | $4,887-98.7% |