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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 | $14,823 | $72,404-79.5% | $110,243-86.6% | $64,173-76.9% |
| Participation rate | 61.0% | 73.3%-12.4pp | 79.8%-18.8pp | 69.6%-8.6pp |
| Annual return | 5.38% | -6.29%+11.7pp | 314.76%-309.4pp | 7.63%-2.3pp |
| Employer contribution / active EE | $2,842 | $2,282+24.6% | $3,827-25.7% | $2,381+19.4% |
| Participant deferral / active EE | $406 | $3,469-88.3% | $4,672-91.3% | $3,470-88.3% |
| Admin fee / account holder | $80 | $5,664-98.6% | $8,548-99.1% | $4,887-98.4% |