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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 | $8,697 | $42,383-79.5% | $76,518-88.6% | $64,173-86.4% |
| Participation rate | 69.7% | 58.1%+11.6pp | 68.0%+1.7pp | 69.6%+0.1pp |
| Annual return | -6.27% | -16.54%+10.3pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,081 | $2,566-57.9% | $3,836-71.8% | $3,470-68.8% |
| Admin fee / account holder | $235 | $3,198-92.7% | $4,849-95.2% | $4,887-95.2% |