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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 | $3,968 | $73,863-94.6% | $143,797-97.2% | $68,490-94.2% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -14.76% | 0.91%-15.7pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $259 | $3,185-91.9% | $4,952-94.8% | $2,597-90.0% |
| Participant deferral / active EE | $1,099 | $3,385-67.5% | $5,638-80.5% | $4,028-72.7% |
| Admin fee / account holder | $19 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |