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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 | $21,005 | $62,583-66.4% | $76,767-72.6% | $64,173-67.3% |
| Participation rate | 25.7% | 72.8%-47.1pp | 77.0%-51.2pp | 69.6%-43.9pp |
| Annual return | -5.68% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $149 | $3,145-95.3% | $3,852-96.1% | $3,470-95.7% |
| Admin fee / account holder | $228 | $4,667-95.1% | $6,675-96.6% | $4,887-95.3% |