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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 | $6,989 | $142,361-95.1% | $119,608-94.2% | $134,509-94.8% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -18.69% | -12.46%-6.2pp | -14.98%-3.7pp | 418.13%-436.8pp |
| Employer contribution / active EE | $952 | $5,224-81.8% | $4,232-77.5% | $4,741-79.9% |
| Participant deferral / active EE | $2,407 | $6,468-62.8% | $5,601-57.0% | $6,400-62.4% |
| Admin fee / account holder | $35 | $13,588-99.7% | $10,326-99.7% | $11,427-99.7% |