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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 | $5,952 | $158,852-96.3% | $121,220-95.1% | $135,379-95.6% |
| Participation rate | 64.3% | 79.3%-15.0pp | 71.8%-7.5pp | 82.6%-18.4pp |
| Annual return | -6.33% | -0.64%-5.7pp | 16.94%-23.3pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,302 | $4,006-67.5% | $3,345-61.1% | $5,609-76.8% |
| Admin fee / account holder | $35 | $6,515-99.5% | $5,021-99.3% | $10,828-99.7% |