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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 | $6,314 | $62,589-89.9% | $76,768-91.8% | $64,173-90.2% |
| Participation rate | 25.9% | 72.8%-46.9pp | 77.0%-51.0pp | 69.6%-43.6pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $106 | $1,832-94.2% | $2,485-95.7% | $2,381-95.6% |
| Participant deferral / active EE | $1,572 | $3,145-50.0% | $3,852-59.2% | $3,470-54.7% |
| Admin fee / account holder | $9 | $4,667-99.8% | $6,675-99.9% | $4,887-99.8% |