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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 | $2,812 | $54,162-94.8% | $68,612-95.9% | $64,173-95.6% |
| Participation rate | 59.3% | 68.1%-8.8pp | 72.2%-13.0pp | 69.6%-10.3pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,953 | $2,626-25.6% | $3,311-41.0% | $3,470-43.7% |
| Admin fee / account holder | $76 | $4,029-98.1% | $5,131-98.5% | $4,887-98.4% |