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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 | $3,322 | $32,037-89.6% | $69,182-95.2% | $62,881-94.7% |
| Participation rate | 29.0% | 43.4%-14.4pp | 55.1%-26.1pp | 69.3%-40.3pp |
| Annual return | 10.30% | 15.16%-4.9pp | -21.93%+32.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $343 | $1,185-71.1% | $1,897-81.9% | $3,203-89.3% |
| Admin fee / account holder | $230 | $2,608-91.2% | $2,697-91.5% | $4,296-94.6% |