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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 | $15,681 | $99,032-84.2% | $80,022-80.4% | $135,380-88.4% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -4.20% | 15.39%-19.6pp | 11.22%-15.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $407 | $3,043-86.6% | $2,468-83.5% | $4,779-91.5% |
| Participant deferral / active EE | $1,907 | $4,282-55.5% | $3,686-48.3% | $5,609-66.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |