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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 | $7,752 | $133,981-94.2% | $112,249-93.1% | $134,532-94.2% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -10.62% | 47.16%-57.8pp | 27.48%-38.1pp | 418.27%-428.9pp |
| Employer contribution / active EE | $512 | $4,040-87.3% | $3,636-85.9% | $4,741-89.2% |
| Participant deferral / active EE | $1,998 | $5,292-62.3% | $4,729-57.8% | $6,401-68.8% |
| Admin fee / account holder | $46 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |