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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 | $10,792 | $52,519-79.5% | $155,789-93.1% | $59,633-81.9% |
| Participation rate | 62.5% | 61.7%+0.8pp | 76.1%-13.6pp | 68.7%-6.2pp |
| Annual return | -1.49% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $57 | $1,589-96.4% | $3,839-98.5% | $2,203-97.4% |
| Participant deferral / active EE | $2,266 | $3,084-26.5% | $4,798-52.8% | $3,192-29.0% |
| Admin fee / account holder | $9 | $3,540-99.7% | $7,477-99.9% | $4,297-99.8% |