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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 | $15,126 | $142,409-89.4% | $119,634-87.4% | $134,545-88.8% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.78% | -12.46%-3.3pp | -14.98%-0.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,489 | $6,468-61.5% | $5,601-55.6% | $6,401-61.1% |
| Admin fee / account holder | $150 | $13,594-98.9% | $10,329-98.6% | $11,431-98.7% |