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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 | $9,045 | $46,697-80.6% | $117,529-92.3% | $68,490-86.8% |
| Participation rate | 42.3% | 56.8%-14.5pp | 70.6%-28.3pp | 67.9%-25.6pp |
| Annual return | -14.79% | -14.52%-0.3pp | 29.77%-44.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $269 | $1,506-82.1% | $4,179-93.6% | $2,597-89.6% |
| Participant deferral / active EE | $1,037 | $2,637-60.7% | $4,072-74.5% | $4,028-74.3% |
| Admin fee / account holder | $275 | $4,023-93.2% | $5,645-95.1% | $5,403-94.9% |