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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 | $19,315 | $211,946-90.9% | $169,452-88.6% | $135,382-85.7% |
| Participation rate | 68.8% | 82.6%-13.9pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -2.98% | 3.26%-6.2pp | 1.83%-4.8pp | 519.77%-522.7pp |
| Employer contribution / active EE | $6 | $5,117-99.9% | $4,157-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $1,856 | $6,075-69.5% | $5,277-64.8% | $5,609-66.9% |
| Admin fee / account holder | $49 | $11,472-99.6% | $9,110-99.5% | $10,829-99.5% |