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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 | $5,470 | $142,409-96.2% | $119,634-95.4% | $134,545-95.9% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $929 | $5,224-82.2% | $4,232-78.1% | $4,742-80.4% |
| Participant deferral / active EE | $2,581 | $6,468-60.1% | $5,601-53.9% | $6,401-59.7% |
| Admin fee / account holder | $3 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |