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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 | $5,279 | $43,333-87.8% | $59,883-91.2% | $64,181-91.8% |
| Participation rate | 41.7% | 69.2%-27.5pp | 74.7%-33.0pp | 69.6%-27.9pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $281 | $2,029-86.2% | $2,722-89.7% | $2,381-88.2% |
| Participant deferral / active EE | $1,975 | $2,547-22.4% | $3,402-41.9% | $3,470-43.1% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |