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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 | $6,721 | $112,300-94.0% | $90,223-92.6% | $125,389-94.6% |
| Participation rate | 58.3% | 82.9%-24.5pp | 79.0%-20.7pp | 83.2%-24.9pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $597 | $5,181-88.5% | $4,378-86.4% | $4,866-87.7% |
| Participant deferral / active EE | $3,360 | $6,733-50.1% | $5,792-42.0% | $5,352-37.2% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |