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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 | $28,669 | $82,028-65.0% | $123,105-76.7% | $59,633-51.9% |
| Participation rate | 48.1% | 83.2%-35.1pp | 86.8%-38.6pp | 68.7%-20.5pp |
| Annual return | -1.83% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $24 | $3,297-99.3% | $5,151-99.5% | $2,203-98.9% |
| Participant deferral / active EE | $2,432 | $4,667-47.9% | $6,229-61.0% | $3,192-23.8% |
| Admin fee / account holder | $65 | $5,879-98.9% | $9,014-99.3% | $4,297-98.5% |