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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 | $7,350 | $211,946-96.5% | $169,452-95.7% | $135,380-94.6% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -4.53% | 3.26%-7.8pp | 1.83%-6.4pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,200 | $6,075-80.2% | $5,277-77.3% | $5,609-78.6% |
| Admin fee / account holder | $25 | $11,472-99.8% | $9,110-99.7% | $10,828-99.8% |