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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 | $14,448 | $142,409-89.9% | $119,634-87.9% | $134,545-89.3% |
| Participation rate | 41.7% | 82.8%-41.2pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $882 | $5,224-83.1% | $4,232-79.2% | $4,742-81.4% |
| Participant deferral / active EE | $5,112 | $6,468-21.0% | $5,601-8.7% | $6,401-20.1% |
| Admin fee / account holder | $10 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |