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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 | $10,639 | $90,467-88.2% | $93,759-88.7% | $134,532-92.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $484 | $4,345-88.9% | $4,324-88.8% | $4,741-89.8% |
| Participant deferral / active EE | $6,645 | $5,980+11.1% | $6,096+9.0% | $6,401+3.8% |
| Admin fee / account holder | $162 | $9,258-98.3% | $7,197-97.7% | $11,429-98.6% |