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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 | $8,186 | $42,910-80.9% | $60,919-86.6% | $68,490-88.0% |
| Participation rate | 18.9% | 66.8%-47.8pp | 73.1%-54.2pp | 67.9%-49.0pp |
| Annual return | -15.23% | -13.99%-1.2pp | 16.96%-32.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $469 | $2,866-83.6% | $3,814-87.7% | $4,028-88.4% |
| Admin fee / account holder | $79 | $3,104-97.5% | $3,228-97.6% | $5,403-98.5% |