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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 | $14,424 | $167,362-91.4% | $143,799-90.0% | $134,532-89.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -14.39% | 0.47%-14.9pp | -0.04%-14.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $850 | $5,620-84.9% | $4,952-82.8% | $4,741-82.1% |
| Participant deferral / active EE | $2,771 | $6,447-57.0% | $5,638-50.9% | $6,401-56.7% |
| Admin fee / account holder | $224 | $18,094-98.8% | $14,677-98.5% | $11,429-98.0% |