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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 | $10,903 | $167,353-93.5% | $143,797-92.4% | $134,545-91.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -17.82% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,386 | $6,447-63.0% | $5,638-57.7% | $6,401-62.7% |
| Admin fee / account holder | $74 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |