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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 | $4,306 | $147,167-97.1% | $111,392-96.1% | $135,380-96.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | 0.00% | -4.44%+4.4pp | -2.06%+2.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $738 | $5,204-85.8% | $4,328-83.0% | $4,779-84.6% |
| Participant deferral / active EE | $2,208 | $6,565-66.4% | $5,567-60.3% | $5,609-60.6% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |