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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 | $11,604 | $71,873-83.9% | $86,698-86.6% | $68,490-83.1% |
| Participation rate | 8.5% | 72.2%-63.7pp | 76.6%-68.1pp | 67.9%-59.4pp |
| Annual return | -17.53% | 3.54%-21.1pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $768 | $3,779-79.7% | $4,656-83.5% | $4,028-80.9% |
| Admin fee / account holder | $31 | $6,110-99.5% | $7,492-99.6% | $5,403-99.4% |