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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 | $3,639 | $67,411-94.6% | $91,004-96.0% | $70,126-94.8% |
| Participation rate | 20.0% | 71.4%-51.4pp | 75.6%-55.6pp | 69.5%-49.5pp |
| Annual return | 18.69% | -40.16%+58.9pp | 4.60%+14.1pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $209 | $2,823-92.6% | $3,548-94.1% | $3,332-93.7% |
| Admin fee / account holder | $158 | $4,236-96.3% | $5,417-97.1% | $4,645-96.6% |