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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 | $8,383 | $42,917-80.5% | $60,899-86.2% | $68,495-87.8% |
| Participation rate | 15.4% | 66.8%-51.4pp | 73.1%-57.7pp | 67.9%-52.5pp |
| Annual return | 21.75% | -13.99%+35.7pp | 16.92%+4.8pp | -7.84%+29.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $317 | $2,867-89.0% | $3,817-91.7% | $4,028-92.1% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |