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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 | $11,149 | $56,339-80.2% | $104,301-89.3% | $68,486-83.7% |
| Participation rate | 38.2% | 63.3%-25.1pp | 73.3%-35.1pp | 67.9%-29.7pp |
| Annual return | -11.16% | -9.19%-2.0pp | 24.61%-35.8pp | -7.85%-3.3pp |
| Employer contribution / active EE | $1,092 | $1,960-44.3% | $3,373-67.6% | $2,597-57.9% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $124 | $4,902-97.5% | $7,340-98.3% | $5,404-97.7% |