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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 | $6,734 | $64,311-89.5% | $57,356-88.3% | $125,389-94.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -0.48% | 25.14%-25.6pp | 24.41%-24.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,876 | $3,846-51.2% | $3,162-40.7% | $5,352-64.9% |
| Admin fee / account holder | $30 | $5,243-99.4% | $3,357-99.1% | $9,541-99.7% |