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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 | $7,638 | $149,679-94.9% | $117,039-93.5% | $147,586-94.8% |
| Participation rate | 42.9% | 83.5%-40.6pp | 77.2%-34.3pp | 82.8%-40.0pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $287 | $4,937-94.2% | $3,785-92.4% | $4,876-94.1% |
| Participant deferral / active EE | $2,813 | $4,912-42.7% | $3,929-28.4% | $5,439-48.3% |
| Admin fee / account holder | $26 | $7,856-99.7% | $5,974-99.6% | $10,886-99.8% |