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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 | $4,723 | $152,542-96.9% | $117,498-96.0% | $134,509-96.5% |
| Participation rate | 35.0% | 77.1%-42.1pp | 70.6%-35.6pp | 81.2%-46.2pp |
| Annual return | -20.01% | 53.02%-73.0pp | 29.75%-49.8pp | 418.13%-438.1pp |
| Employer contribution / active EE | $150 | $5,574-97.3% | $4,178-96.4% | $4,741-96.8% |
| Participant deferral / active EE | $267 | $4,819-94.5% | $4,071-93.4% | $6,400-95.8% |
| Admin fee / account holder | $45 | $7,006-99.4% | $5,646-99.2% | $11,427-99.6% |