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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 | $14,845 | $211,946-93.0% | $169,452-91.2% | $135,379-89.0% |
| Participation rate | 47.8% | 82.6%-34.8pp | 77.8%-30.0pp | 82.6%-34.8pp |
| Annual return | -6.77% | 3.26%-10.0pp | 1.83%-8.6pp | 519.79%-526.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,453 | $6,075-59.6% | $5,277-53.5% | $5,609-56.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |