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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 | $9,078 | $167,522-94.6% | $151,639-94.0% | $134,532-93.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -20.80% | 7.81%-28.6pp | 3.34%-24.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,165 | $8,986-9.1% | $8,363-2.4% | $6,401+27.6% |
| Admin fee / account holder | $5 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |