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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 | $5,648 | $105,867-94.7% | $90,760-93.8% | $134,532-95.8% |
| Participation rate | 69.2% | 78.3%-9.0pp | 75.7%-6.5pp | 81.2%-12.0pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $510 | $3,464-85.3% | $2,922-82.6% | $4,741-89.3% |
| Participant deferral / active EE | $3,531 | $5,217-32.3% | $4,565-22.6% | $6,401-44.8% |
| Admin fee / account holder | $59 | $13,936-99.6% | $8,444-99.3% | $11,429-99.5% |