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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 | $10,949 | $50,947-78.5% | $74,551-85.3% | $64,173-82.9% |
| Participation rate | 25.5% | 61.1%-35.6pp | 69.1%-43.7pp | 69.6%-44.1pp |
| Annual return | -5.93% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $277 | $1,115-75.2% | $1,961-85.9% | $2,381-88.4% |
| Participant deferral / active EE | $322 | $2,302-86.0% | $3,108-89.6% | $3,470-90.7% |
| Admin fee / account holder | $8 | $4,221-99.8% | $5,059-99.8% | $4,887-99.8% |