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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 | $10,767 | $165,381-93.5% | $149,730-92.8% | $158,966-93.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $791 | $5,104-84.5% | $4,645-83.0% | $4,762-83.4% |
| Participant deferral / active EE | $5,632 | $7,182-21.6% | $6,843-17.7% | $5,983-5.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |