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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 | $3,013 | $131,835-97.7% | $108,582-97.2% | $273,972-98.9% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 13.32% | -91.57%+104.9pp | -51.70%+65.0pp | 41.46%-28.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,653 | $5,127-67.8% | $4,311-61.7% | $5,287-68.7% |
| Admin fee / account holder | $201 | $10,253-98.0% | $7,645-97.4% | $10,133-98.0% |