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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 | $11,161 | $49,280-77.4% | $67,313-83.4% | $64,173-82.6% |
| Participation rate | 40.7% | 60.8%-20.0pp | 69.1%-28.3pp | 69.6%-28.8pp |
| Annual return | -7.10% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $387 | $1,668-76.8% | $2,566-84.9% | $2,381-83.7% |
| Participant deferral / active EE | $621 | $2,484-75.0% | $3,568-82.6% | $3,470-82.1% |
| Admin fee / account holder | $110 | $3,863-97.2% | $4,507-97.6% | $4,887-97.7% |