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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 | $8,086 | $87,546-90.8% | $75,784-89.3% | $125,389-93.6% |
| Participation rate | 53.3% | 80.2%-26.8pp | 75.8%-22.5pp | 83.2%-29.9pp |
| Annual return | -1.32% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,424 | $4,230-66.3% | $3,652-61.0% | $5,352-73.4% |
| Admin fee / account holder | $300 | $6,503-95.4% | $5,300-94.3% | $9,541-96.9% |