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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 | $11,738 | $52,678-77.7% | $75,784-84.5% | $59,633-80.3% |
| Participation rate | 46.4% | 67.2%-20.8pp | 75.8%-29.4pp | 68.7%-22.2pp |
| Annual return | -1.28% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,786 | $2,193-18.6% | $3,323-46.3% | $2,203-18.9% |
| Participant deferral / active EE | $702 | $2,591-72.9% | $3,652-80.8% | $3,192-78.0% |
| Admin fee / account holder | $170 | $3,610-95.3% | $5,300-96.8% | $4,297-96.0% |