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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 | $3,092 | $73,863-95.8% | $143,797-97.8% | $68,490-95.5% |
| Participation rate | 69.2% | 66.7%+2.6pp | 80.3%-11.1pp | 67.9%+1.3pp |
| Annual return | -11.67% | 0.91%-12.6pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,184 | $3,385-65.0% | $5,638-79.0% | $4,028-70.6% |
| Admin fee / account holder | $189 | $5,756-96.7% | $14,679-98.7% | $5,403-96.5% |