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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 | $3,506 | $62,583-94.4% | $76,767-95.4% | $64,173-94.5% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | 9.43% | -1.95%+11.4pp | 2.43%+7.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,517 | $3,145-51.8% | $3,852-60.6% | $3,470-56.3% |
| Admin fee / account holder | $228 | $4,667-95.1% | $6,675-96.6% | $4,887-95.3% |