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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 | $14,139 | $73,019-80.6% | $90,766-84.4% | $68,490-79.4% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -17.66% | -13.81%-3.9pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $556 | $2,193-74.6% | $2,922-81.0% | $2,597-78.6% |
| Participant deferral / active EE | $876 | $3,626-75.8% | $4,565-80.8% | $4,028-78.3% |
| Admin fee / account holder | $141 | $5,897-97.6% | $8,446-98.3% | $5,403-97.4% |