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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 | $3,278 | $54,355-94.0% | $82,744-96.0% | $68,486-95.2% |
| Participation rate | 41.7% | 63.9%-22.3pp | 72.6%-30.9pp | 67.9%-26.2pp |
| Annual return | -10.35% | -13.67%+3.3pp | 702.22%-712.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $129 | $2,219-94.2% | $3,008-95.7% | $2,597-95.0% |
| Participant deferral / active EE | $1,210 | $3,246-62.7% | $4,395-72.5% | $4,028-70.0% |
| Admin fee / account holder | $150 | $4,397-96.6% | $5,325-97.2% | $5,404-97.2% |