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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 | $3,132 | $65,092-95.2% | $143,799-97.8% | $66,938-95.3% |
| Participation rate | 24.5% | 65.2%-40.7pp | 80.3%-55.8pp | 69.8%-45.3pp |
| Annual return | -16.18% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $479 | $2,920-83.6% | $5,638-91.5% | $4,238-88.7% |
| Admin fee / account holder | $169 | $502-66.4% | $14,677-98.8% | $594-71.5% |