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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 | $6,179 | $95,895-93.6% | $79,576-92.2% | $134,509-95.4% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -3.28% | -2.72%-0.6pp | 0.15%-3.4pp | 418.13%-421.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,544 | $4,693-45.8% | $3,985-36.2% | $6,400-60.3% |
| Admin fee / account holder | $110 | $9,129-98.8% | $6,834-98.4% | $11,427-99.0% |