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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 | $5,945 | $158,827-96.3% | $121,208-95.1% | $135,382-95.6% |
| Participation rate | 54.5% | 79.3%-24.8pp | 71.8%-17.2pp | 82.6%-28.1pp |
| Annual return | -6.80% | -0.64%-6.2pp | 16.93%-23.7pp | 519.77%-526.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,342 | $4,006-66.5% | $3,345-59.9% | $5,609-76.1% |
| Admin fee / account holder | $283 | $6,514-95.7% | $5,020-94.4% | $10,829-97.4% |