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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 | $18,060 | $167,353-89.2% | $143,797-87.4% | $134,545-86.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.50% | 0.48%-19.0pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $876 | $5,620-84.4% | $4,952-82.3% | $4,742-81.5% |
| Participant deferral / active EE | $2,800 | $6,447-56.6% | $5,638-50.3% | $6,401-56.3% |
| Admin fee / account holder | $282 | $18,096-98.4% | $14,679-98.1% | $11,431-97.5% |