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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 | $7,787 | $43,338-82.0% | $59,887-87.0% | $64,173-87.9% |
| Participation rate | 14.3% | 69.2%-54.9pp | 74.7%-60.4pp | 69.6%-55.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $311 | $2,030-84.7% | $2,722-88.6% | $2,381-86.9% |
| Participant deferral / active EE | $899 | $2,547-64.7% | $3,402-73.6% | $3,470-74.1% |
| Admin fee / account holder | $28 | $3,007-99.1% | $3,591-99.2% | $4,887-99.4% |