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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 | $7,832 | $64,729-87.9% | $112,263-93.0% | $68,490-88.6% |
| Participation rate | 23.9% | 67.2%-43.2pp | 75.1%-51.1pp | 67.9%-44.0pp |
| Annual return | -19.24% | -11.40%-7.8pp | 27.49%-46.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $817 | $3,566-77.1% | $4,729-82.7% | $4,028-79.7% |
| Admin fee / account holder | $147 | $5,222-97.2% | $6,410-97.7% | $5,403-97.3% |