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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 | $4,304 | $55,002-92.2% | $59,887-92.8% | $56,287-92.4% |
| Participation rate | 69.7% | 75.9%-6.2pp | 74.7%-5.0pp | 69.9%-0.1pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $557 | $2,448-77.3% | $2,722-79.6% | $2,111-73.6% |
| Participant deferral / active EE | $2,449 | $3,121-21.5% | $3,402-28.0% | $3,350-26.9% |
| Admin fee / account holder | $118 | $236-50.0% | $3,591-96.7% | $521-77.4% |