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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 | $5,648 | $64,716-91.3% | $112,258-95.0% | $68,495-91.8% |
| Participation rate | 31.0% | 67.2%-36.1pp | 75.1%-44.0pp | 67.9%-36.9pp |
| Annual return | -18.96% | -11.40%-7.6pp | 27.47%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,718 | $3,565-51.8% | $4,728-63.7% | $4,028-57.3% |
| Admin fee / account holder | $226 | $5,232-95.7% | $6,411-96.5% | $5,403-95.8% |