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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 | $14,411 | $131,829-89.1% | $108,579-86.7% | $273,965-94.7% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $642 | $4,912-86.9% | $3,758-82.9% | $4,869-86.8% |
| Participant deferral / active EE | $4,154 | $5,127-19.0% | $4,311-3.6% | $5,287-21.4% |
| Admin fee / account holder | $12 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |