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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 | $5,537 | $52,836-89.5% | $105,738-94.8% | $64,173-91.4% |
| Participation rate | 35.5% | 66.5%-31.1pp | 76.3%-40.8pp | 69.6%-34.1pp |
| Annual return | -7.63% | 14.30%-21.9pp | 6.27%-13.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $589 | $1,827-67.8% | $3,268-82.0% | $2,381-75.3% |
| Participant deferral / active EE | $745 | $2,545-70.8% | $4,080-81.8% | $3,470-78.5% |
| Admin fee / account holder | $215 | $3,959-94.6% | $6,913-96.9% | $4,887-95.6% |