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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 | $16,918 | $50,947-66.8% | $74,549-77.3% | $64,173-73.6% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.1%-39.1pp | 69.6%-39.6pp |
| Annual return | -1.34% | -1.85%+0.5pp | 32.53%-33.9pp | 7.63%-9.0pp |
| Employer contribution / active EE | $317 | $1,115-71.6% | $1,961-83.8% | $2,381-86.7% |
| Participant deferral / active EE | $519 | $2,302-77.5% | $3,108-83.3% | $3,470-85.0% |
| Admin fee / account holder | $237 | $4,221-94.4% | $5,059-95.3% | $4,887-95.1% |