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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 | $15,118 | $167,362-91.0% | $143,799-89.5% | $134,532-88.8% |
| Participation rate | 34.8% | 84.8%-50.0pp | 80.3%-45.5pp | 81.2%-46.4pp |
| Annual return | -8.63% | 0.47%-9.1pp | -0.04%-8.6pp | 418.27%-426.9pp |
| Employer contribution / active EE | $980 | $5,620-82.6% | $4,952-80.2% | $4,741-79.3% |
| Participant deferral / active EE | $2,667 | $6,447-58.6% | $5,638-52.7% | $6,401-58.3% |
| Admin fee / account holder | $87 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |