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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 | $2,634 | $32,037-91.8% | $69,182-96.2% | $62,881-95.8% |
| Participation rate | 58.3% | 43.4%+14.9pp | 55.1%+3.2pp | 69.3%-11.0pp |
| Annual return | 9.79% | 15.16%-5.4pp | -21.93%+31.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $489 | $1,185-58.7% | $1,897-74.2% | $3,203-84.7% |
| Admin fee / account holder | $122 | $2,608-95.3% | $2,697-95.5% | $4,296-97.2% |