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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 | $11,124 | $83,908-86.7% | $68,509-83.8% | $125,389-91.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 74.7%-14.7pp | 83.2%-23.2pp |
| Annual return | -0.68% | 14.48%-15.2pp | 8.27%-8.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $271 | $3,031-91.0% | $2,278-88.1% | $4,866-94.4% |
| Participant deferral / active EE | $1,313 | $4,125-68.2% | $3,382-61.2% | $5,352-75.5% |
| Admin fee / account holder | $6 | $8,982-99.9% | $5,275-99.9% | $9,541-99.9% |