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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 | $9,317 | $77,817-88.0% | $123,553-92.5% | $64,173-85.5% |
| Participation rate | 62.5% | 74.7%-12.2pp | 82.3%-19.8pp | 69.6%-7.1pp |
| Annual return | -2.49% | 12.49%-15.0pp | 119.21%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,630 | $5,240-11.6% | $6,426-27.9% | $3,470+33.4% |
| Admin fee / account holder | $220 | $5,519-96.0% | $9,284-97.6% | $4,887-95.5% |