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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 | $683 | $82,324-99.2% | $68,803-99.0% | $134,545-99.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $142 | $3,302-95.7% | $2,656-94.7% | $4,742-97.0% |
| Participant deferral / active EE | $1,034 | $4,740-78.2% | $3,942-73.8% | $6,401-83.8% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |