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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 | $19,871 | $564,480-96.5% | $21,656-8.2% | $564,480-96.5% |
| Participation rate | 34.8% | 89.1%-54.3pp | 17.4%+17.4pp | 89.1%-54.3pp |
| Annual return | -18.72% | -14.07%-4.7pp | -13.42%-5.3pp | -14.07%-4.7pp |
| Employer contribution / active EE | $993 | $29,221-96.6% | $496+100.0% | $29,221-96.6% |
| Participant deferral / active EE | $3,177 | $5,729-44.5% | $4,255-25.3% | $5,729-44.5% |
| Admin fee / account holder | $20 | $27,140-99.9% | $262,667-100.0% | $27,140-99.9% |