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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 | $14,080 | $59,819-76.5% | $79,583-82.3% | $68,490-79.4% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.1pp |
| Annual return | -13.90% | -12.30%-1.6pp | 0.16%-14.1pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,393 | $3,025-53.9% | $3,986-65.0% | $4,028-65.4% |
| Admin fee / account holder | $42 | $4,835-99.1% | $6,835-99.4% | $5,403-99.2% |