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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 | $8,272 | $54,162-84.7% | $68,612-87.9% | $64,173-87.1% |
| Participation rate | 44.4% | 68.1%-23.6pp | 72.2%-27.8pp | 69.6%-25.1pp |
| Annual return | -5.60% | -1.62%-4.0pp | -4.63%-1.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $405 | $1,846-78.0% | $2,625-84.6% | $2,381-83.0% |
| Participant deferral / active EE | $308 | $2,626-88.3% | $3,311-90.7% | $3,470-91.1% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |