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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 | $3,397 | $105,866-96.8% | $90,766-96.3% | $134,545-97.5% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $506 | $3,464-85.4% | $2,922-82.7% | $4,742-89.3% |
| Participant deferral / active EE | $1,833 | $5,217-64.9% | $4,565-59.8% | $6,401-71.4% |
| Admin fee / account holder | $10 | $13,938-99.9% | $8,446-99.9% | $11,431-99.9% |