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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 | $1,365 | $32,037-95.7% | $69,182-98.0% | $62,881-97.8% |
| Participation rate | 22.0% | 43.4%-21.4pp | 55.1%-33.1pp | 69.3%-47.3pp |
| Annual return | 6.02% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $25 | $679-96.3% | $1,206-97.9% | $2,281-98.9% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8 | $2,608-99.7% | $2,697-99.7% | $4,296-99.8% |