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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 | $117,623-97.4% | $71,702-95.8% | $134,509-97.8% |
| Participation rate | 62.5% | 68.9%-6.4pp | 62.3%+0.2pp | 81.2%-18.7pp |
| Annual return | -17.31% | 25.44%-42.7pp | 9.14%-26.5pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $967 | $3,759-74.3% | $2,658-63.6% | $6,400-84.9% |
| Admin fee / account holder | $13 | $6,379-99.8% | $3,974-99.7% | $11,427-99.9% |