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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 | $9,841 | $175,646-94.4% | $129,118-92.4% | $134,545-92.7% |
| Participation rate | 38.5% | 81.6%-43.1pp | 77.2%-38.8pp | 81.2%-42.8pp |
| Annual return | 0.00% | -11.39%+11.4pp | -10.94%+10.9pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,828 | $7,970-52.0% | $6,539-41.5% | $6,401-40.2% |
| Admin fee / account holder | $11 | $23,578-100.0% | $14,305-99.9% | $11,431-99.9% |