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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 | $23,230 | $71,873-67.7% | $86,698-73.2% | $68,490-66.1% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -17.57% | 3.54%-21.1pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $602 | $2,173-72.3% | $2,837-78.8% | $2,597-76.8% |
| Participant deferral / active EE | $1,423 | $3,779-62.4% | $4,656-69.4% | $4,028-64.7% |
| Admin fee / account holder | $194 | $6,110-96.8% | $7,492-97.4% | $5,403-96.4% |