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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 | $3,422 | $82,324-95.8% | $68,803-95.0% | $134,545-97.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -7.51% | -2.17%-5.3pp | -6.37%-1.1pp | 418.37%-425.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,493 | $4,740-68.5% | $3,942-62.1% | $6,401-76.7% |
| Admin fee / account holder | $28 | $6,485-99.6% | $4,936-99.4% | $11,431-99.8% |