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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 | $4,873 | $100,805-95.2% | $86,698-94.4% | $134,532-96.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.58% | 29.09%-47.7pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,863 | $5,339-65.1% | $4,656-60.0% | $6,401-70.9% |
| Admin fee / account holder | $11 | $10,925-99.9% | $7,493-99.9% | $11,429-99.9% |