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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 | $6,395 | $43,338-85.2% | $59,887-89.3% | $64,173-90.0% |
| Participation rate | 22.0% | 69.2%-47.2pp | 74.7%-52.7pp | 69.6%-47.6pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,033 | $2,547-59.4% | $3,402-69.6% | $3,470-70.2% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |