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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 | $6,654 | $64,719-89.7% | $112,249-94.1% | $68,486-90.3% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -14.26% | -11.40%-2.9pp | 27.48%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $864 | $2,747-68.5% | $3,636-76.2% | $2,597-66.7% |
| Participant deferral / active EE | $1,027 | $3,565-71.2% | $4,729-78.3% | $4,028-74.5% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |