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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 | $11,087 | $85,790-87.1% | $67,313-83.5% | $135,380-91.8% |
| Participation rate | 54.2% | 76.5%-22.3pp | 69.1%-14.9pp | 82.6%-28.5pp |
| Annual return | 0.88% | -0.54%+1.4pp | -4.08%+5.0pp | 519.81%-518.9pp |
| Employer contribution / active EE | $154 | $3,487-95.6% | $2,566-94.0% | $4,779-96.8% |
| Participant deferral / active EE | $1,351 | $4,651-70.9% | $3,568-62.1% | $5,609-75.9% |
| Admin fee / account holder | $142 | $6,392-97.8% | $4,507-96.9% | $10,828-98.7% |