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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 | $1,522 | $46,697-96.7% | $117,529-98.7% | $68,490-97.8% |
| Participation rate | 68.9% | 56.8%+12.1pp | 70.6%-1.7pp | 67.9%+1.0pp |
| Annual return | -3.84% | -14.52%+10.7pp | 29.77%-33.6pp | -7.85%+4.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,057 | $2,637-59.9% | $4,072-74.0% | $4,028-73.8% |
| Admin fee / account holder | $9 | $4,023-99.8% | $5,645-99.8% | $5,403-99.8% |