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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 | $8,995 | $42,910-79.0% | $60,919-85.2% | $68,490-86.9% |
| Participation rate | 11.1% | 66.8%-55.6pp | 73.1%-62.0pp | 67.9%-56.8pp |
| Annual return | -10.54% | -13.99%+3.5pp | 16.96%-27.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $301 | $2,866-89.5% | $3,814-92.1% | $4,028-92.5% |
| Admin fee / account holder | $20 | $3,104-99.4% | $3,228-99.4% | $5,403-99.6% |