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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 | $13,980 | $43,730-68.0% | $121,208-88.5% | $64,181-78.2% |
| Participation rate | 37.8% | 58.3%-20.6pp | 71.8%-34.0pp | 69.6%-31.8pp |
| Annual return | -7.93% | 68.94%-76.9pp | 16.93%-24.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $221 | $1,297-83.0% | $4,023-94.5% | $2,381-90.7% |
| Participant deferral / active EE | $1,261 | $2,281-44.7% | $3,345-62.3% | $3,470-63.6% |
| Admin fee / account holder | $112 | $3,502-96.8% | $5,020-97.8% | $4,887-97.7% |