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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 | $5,541 | $33,067-83.2% | $76,518-92.8% | $56,289-90.2% |
| Participation rate | 43.7% | 55.4%-11.7pp | 68.0%-24.3pp | 69.9%-26.2pp |
| Annual return | -3.12% | 2.72%-5.8pp | -0.27%-2.9pp | -9.96%+6.8pp |
| Employer contribution / active EE | $261 | $1,200-78.3% | $2,647-90.1% | $2,111-87.6% |
| Participant deferral / active EE | $644 | $2,240-71.3% | $3,836-83.2% | $3,350-80.8% |
| Admin fee / account holder | $282 | $537-47.4% | $4,849-94.2% | $521-45.8% |