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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 | $10,403 | $71,873-85.5% | $86,698-88.0% | $68,490-84.8% |
| Participation rate | 48.7% | 72.2%-23.5pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -16.46% | 3.54%-20.0pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $63 | $6,110-99.0% | $7,492-99.2% | $5,403-98.8% |