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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 | $5,292 | $53,162-90.0% | $91,225-94.2% | $68,486-92.3% |
| Participation rate | 51.9% | 63.2%-11.4pp | 73.2%-21.3pp | 67.9%-16.0pp |
| Annual return | 68.40% | -3.14%+71.5pp | 114.12%-45.7pp | -7.85%+76.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $671 | $2,974-77.4% | $4,233-84.1% | $4,028-83.3% |
| Admin fee / account holder | $205 | $4,493-95.4% | $5,422-96.2% | $5,404-96.2% |