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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 | $10,956 | $75,832-85.6% | $147,618-92.6% | $59,633-81.6% |
| Participation rate | 21.7% | 71.6%-49.9pp | 84.6%-62.9pp | 68.7%-47.0pp |
| Annual return | -2.05% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $141 | $3,485-96.0% | $5,565-97.5% | $2,203-93.6% |
| Participant deferral / active EE | $881 | $3,131-71.9% | $4,895-82.0% | $3,192-72.4% |
| Admin fee / account holder | $71 | $5,986-98.8% | $11,612-99.4% | $4,297-98.3% |