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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 | $12,084 | $69,977-82.7% | $108,582-88.9% | $62,881-80.8% |
| Participation rate | 36.4% | 72.9%-36.5pp | 79.6%-43.2pp | 69.3%-32.9pp |
| Annual return | 7.30% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,446 | $3,165-22.7% | $4,311-43.3% | $3,203-23.6% |
| Admin fee / account holder | $154 | $5,076-97.0% | $7,645-98.0% | $4,296-96.4% |