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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 | $8,495 | $167,362-94.9% | $143,799-94.1% | $134,532-93.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.62% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $687 | $5,620-87.8% | $4,952-86.1% | $4,741-85.5% |
| Participant deferral / active EE | $3,974 | $6,447-38.4% | $5,638-29.5% | $6,401-37.9% |
| Admin fee / account holder | $69 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |