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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 | $10,182 | $87,546-88.4% | $75,784-86.6% | $125,389-91.9% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -3.65% | 13.49%-17.1pp | 9.68%-13.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $105 | $3,930-97.3% | $3,323-96.8% | $4,866-97.8% |
| Participant deferral / active EE | $1,048 | $4,230-75.2% | $3,652-71.3% | $5,352-80.4% |
| Admin fee / account holder | $100 | $6,503-98.5% | $5,300-98.1% | $9,541-99.0% |