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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 | $18,282 | $71,480-74.4% | $90,782-79.9% | $64,173-71.5% |
| Participation rate | 61.2% | 77.6%-16.3pp | 82.7%-21.4pp | 69.6%-8.3pp |
| Annual return | -0.83% | -4.25%+3.4pp | -3.42%+2.6pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $810 | $4,302-81.2% | $5,366-84.9% | $3,470-76.7% |
| Admin fee / account holder | $277 | $6,309-95.6% | $5,908-95.3% | $4,887-94.3% |