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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 | $2,357 | $152,597-98.5% | $117,533-98.0% | $134,532-98.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -9.58% | 53.04%-62.6pp | 29.77%-39.3pp | 418.27%-427.8pp |
| Employer contribution / active EE | $124 | $5,576-97.8% | $4,179-97.0% | $4,741-97.4% |
| Participant deferral / active EE | $1,237 | $4,821-74.3% | $4,072-69.6% | $6,401-80.7% |
| Admin fee / account holder | $174 | $7,007-97.5% | $5,647-96.9% | $11,429-98.5% |