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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,996 | $81,870-84.1% | $119,622-89.1% | $68,486-81.0% |
| Participation rate | 25.9% | 71.9%-46.0pp | 79.3%-53.4pp | 67.9%-42.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $462 | $2,692-82.8% | $4,232-89.1% | $2,597-82.2% |
| Participant deferral / active EE | $3,109 | $4,148-25.0% | $5,601-44.5% | $4,028-22.8% |
| Admin fee / account holder | $54 | $6,583-99.2% | $10,328-99.5% | $5,404-99.0% |