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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 | $5,724 | $45,872-87.5% | $77,096-92.6% | $68,486-91.6% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -19.42% | 1.73%-21.1pp | 42.35%-61.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $377 | $1,650-77.2% | $2,814-86.6% | $2,597-85.5% |
| Participant deferral / active EE | $669 | $2,963-77.4% | $4,429-84.9% | $4,028-83.4% |
| Admin fee / account holder | $195 | $3,041-93.6% | $5,428-96.4% | $5,404-96.4% |