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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 | $20,113 | $211,946-90.5% | $169,452-88.1% | $135,380-85.1% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -7.78% | 3.26%-11.0pp | 1.83%-9.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $312 | $5,117-93.9% | $4,157-92.5% | $4,779-93.5% |
| Participant deferral / active EE | $1,042 | $6,075-82.8% | $5,277-80.2% | $5,609-81.4% |
| Admin fee / account holder | $81 | $11,472-99.3% | $9,110-99.1% | $10,828-99.3% |