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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 | $2,349 | $42,910-94.5% | $60,919-96.1% | $68,490-96.6% |
| Participation rate | 16.2% | 66.8%-50.5pp | 73.1%-56.9pp | 67.9%-51.7pp |
| Annual return | -9.55% | -13.99%+4.4pp | 16.96%-26.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $101 | $2,866-96.5% | $3,814-97.3% | $4,028-97.5% |
| Admin fee / account holder | $96 | $3,104-96.9% | $3,228-97.0% | $5,403-98.2% |