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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 | $14,914 | $95,979-84.5% | $74,551-80.0% | $135,380-89.0% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -5.02% | 56.97%-62.0pp | 32.53%-37.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $292 | $2,716-89.3% | $1,961-85.1% | $4,779-93.9% |
| Participant deferral / active EE | $1,205 | $3,844-68.6% | $3,108-61.2% | $5,609-78.5% |
| Admin fee / account holder | $51 | $6,522-99.2% | $5,059-99.0% | $10,828-99.5% |