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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 | $3,009 | $117,694-97.4% | $71,755-95.8% | $134,532-97.8% |
| Participation rate | 62.5% | 68.8%-6.3pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -17.31% | 25.33%-42.6pp | 9.09%-26.4pp | 418.27%-435.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $967 | $3,753-74.2% | $2,656-63.6% | $6,401-84.9% |
| Admin fee / account holder | $13 | $6,374-99.8% | $3,972-99.7% | $11,429-99.9% |