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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 | $3,637 | $50,947-92.9% | $74,551-95.1% | $64,173-94.3% |
| Participation rate | 65.8% | 61.1%+4.7pp | 69.1%-3.4pp | 69.6%-3.8pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,683 | $2,302+16.6% | $3,108-13.7% | $3,470-22.7% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |