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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 | $8,208 | $84,527-90.3% | $67,711-87.9% | $125,393-93.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -2.71% | 2.57%-5.3pp | 25.41%-28.1pp | 282.23%-284.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,502 | $4,429-66.1% | $3,585-58.1% | $5,351-71.9% |
| Admin fee / account holder | $127 | $5,340-97.6% | $4,255-97.0% | $9,541-98.7% |