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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 | $3,727 | $133,981-97.2% | $112,249-96.7% | $134,532-97.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -8.95% | 47.16%-56.1pp | 27.48%-36.4pp | 418.27%-427.2pp |
| Employer contribution / active EE | $721 | $4,040-82.2% | $3,636-80.2% | $4,741-84.8% |
| Participant deferral / active EE | $1,620 | $5,292-69.4% | $4,729-65.7% | $6,401-74.7% |
| Admin fee / account holder | $11 | $7,492-99.9% | $6,412-99.8% | $11,429-99.9% |