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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 | $12,798 | $110,083-88.4% | $151,639-91.6% | $68,486-81.3% |
| Participation rate | 54.5% | 84.0%-29.4pp | 87.5%-32.9pp | 67.9%-13.3pp |
| Annual return | -5.51% | -10.12%+4.6pp | 3.34%-8.9pp | -7.85%+2.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,019 | $6,526-69.1% | $8,363-75.9% | $4,028-49.9% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,404-100.0% |