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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 | $5,835 | $62,589-90.7% | $76,768-92.4% | $64,173-90.9% |
| Participation rate | 40.7% | 72.8%-32.1pp | 77.0%-36.2pp | 69.6%-28.8pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $230 | $1,832-87.4% | $2,485-90.7% | $2,381-90.3% |
| Participant deferral / active EE | $2,300 | $3,145-26.9% | $3,852-40.3% | $3,470-33.7% |
| Admin fee / account holder | $25 | $4,667-99.5% | $6,675-99.6% | $4,887-99.5% |