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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 | $10,056 | $100,805-90.0% | $86,698-88.4% | $134,532-92.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -16.71% | 29.09%-45.8pp | 35.95%-52.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $9 | $3,490-99.7% | $2,837-99.7% | $4,741-99.8% |
| Participant deferral / active EE | $2,292 | $5,339-57.1% | $4,656-50.8% | $6,401-64.2% |
| Admin fee / account holder | $75 | $10,925-99.3% | $7,493-99.0% | $11,429-99.3% |