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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 | $10,090 | $54,380-81.4% | $68,509-85.3% | $59,633-83.1% |
| Participation rate | 32.8% | 70.2%-37.4pp | 74.7%-42.0pp | 68.7%-35.9pp |
| Annual return | -1.41% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $485 | $2,643-81.7% | $3,382-85.7% | $3,192-84.8% |
| Admin fee / account holder | $266 | $3,885-93.2% | $5,275-95.0% | $4,297-93.8% |