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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 | $17,500 | $50,958-65.7% | $74,552-76.5% | $64,181-72.7% |
| Participation rate | 34.1% | 61.1%-26.9pp | 69.1%-35.0pp | 69.6%-35.4pp |
| Annual return | -6.86% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $364 | $1,115-67.4% | $1,961-81.4% | $2,381-84.7% |
| Participant deferral / active EE | $746 | $2,301-67.6% | $3,108-76.0% | $3,470-78.5% |
| Admin fee / account holder | $270 | $4,223-93.6% | $5,060-94.7% | $4,887-94.5% |