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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 | $8,916 | $81,840-89.1% | $63,412-85.9% | $125,389-92.9% |
| Participation rate | 20.0% | 73.0%-53.0pp | 67.1%-47.1pp | 83.2%-63.2pp |
| Annual return | 1.34% | -0.10%+1.4pp | 4.04%-2.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $570 | $3,064-81.4% | $2,496-77.2% | $5,352-89.3% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |