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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 | $15,843 | $167,362-90.5% | $143,799-89.0% | $134,532-88.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.79% | 0.47%-20.3pp | -0.04%-19.7pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,303 | $6,447-17.8% | $5,638-6.0% | $6,401-17.2% |
| Admin fee / account holder | $84 | $18,094-99.5% | $14,677-99.4% | $11,429-99.3% |