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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 | $9,318 | $73,848-87.4% | $143,799-93.5% | $68,486-86.4% |
| Participation rate | 44.6% | 66.7%-22.0pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | 2.49% | 0.91%+1.6pp | -0.04%+2.5pp | -7.85%+10.3pp |
| Employer contribution / active EE | $269 | $3,184-91.6% | $4,952-94.6% | $2,597-89.7% |
| Participant deferral / active EE | $1,063 | $3,385-68.6% | $5,638-81.1% | $4,028-73.6% |
| Admin fee / account holder | $169 | $5,755-97.1% | $14,677-98.9% | $5,404-96.9% |