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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 | $24,599 | $81,870-70.0% | $119,634-79.4% | $68,490-64.1% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.98%-2.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $920 | $4,148-77.8% | $5,601-83.6% | $4,028-77.1% |
| Admin fee / account holder | $201 | $6,583-97.0% | $10,329-98.1% | $5,403-96.3% |