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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 | $6,914 | $100,811-93.1% | $86,698-92.0% | $134,545-94.9% |
| Participation rate | 69.2% | 79.0%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -19.23% | 29.11%-48.3pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,982 | $5,339-62.9% | $4,656-57.4% | $6,401-69.0% |
| Admin fee / account holder | $31 | $10,926-99.7% | $7,492-99.6% | $11,431-99.7% |