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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 | $8,378 | $73,863-88.7% | $143,797-94.2% | $68,490-87.8% |
| Participation rate | 40.2% | 66.7%-26.4pp | 80.3%-40.1pp | 67.9%-27.7pp |
| Annual return | -19.26% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $278 | $3,185-91.3% | $4,952-94.4% | $2,597-89.3% |
| Participant deferral / active EE | $1,018 | $3,385-69.9% | $5,638-81.9% | $4,028-74.7% |
| Admin fee / account holder | $203 | $5,756-96.5% | $14,679-98.6% | $5,403-96.2% |