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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 | $14,709 | $50,958-71.1% | $74,552-80.3% | $64,181-77.1% |
| Participation rate | 40.3% | 61.1%-20.8pp | 69.1%-28.8pp | 69.6%-29.3pp |
| Annual return | 7.08% | -1.86%+8.9pp | 32.53%-25.5pp | 7.63%-0.6pp |
| Employer contribution / active EE | $39 | $1,115-96.5% | $1,961-98.0% | $2,381-98.4% |
| Participant deferral / active EE | $1,097 | $2,301-52.3% | $3,108-64.7% | $3,470-68.4% |
| Admin fee / account holder | $57 | $4,223-98.7% | $5,060-98.9% | $4,887-98.8% |