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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 | $15,189 | $81,870-81.4% | $119,622-87.3% | $68,486-77.8% |
| Participation rate | 32.1% | 71.9%-39.8pp | 79.3%-47.1pp | 67.9%-35.8pp |
| Annual return | -17.58% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $750 | $2,692-72.1% | $4,232-82.3% | $2,597-71.1% |
| Participant deferral / active EE | $1,104 | $4,148-73.4% | $5,601-80.3% | $4,028-72.6% |
| Admin fee / account holder | $230 | $6,583-96.5% | $10,328-97.8% | $5,404-95.7% |