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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 | $6,178 | $64,729-90.5% | $112,263-94.5% | $68,490-91.0% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.1%-22.3pp | 67.9%-15.1pp |
| Annual return | -14.20% | -11.40%-2.8pp | 27.49%-41.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,332 | $2,746-51.5% | $3,636-63.4% | $2,597-48.7% |
| Participant deferral / active EE | $486 | $3,566-86.4% | $4,729-89.7% | $4,028-87.9% |
| Admin fee / account holder | $182 | $5,222-96.5% | $6,410-97.2% | $5,403-96.6% |