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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 | $3,113 | $103,392-97.0% | $87,104-96.4% | $152,897-98.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $363 | $3,221-88.7% | $2,521-85.6% | $4,764-92.4% |
| Participant deferral / active EE | $1,622 | $4,778-66.1% | $4,048-59.9% | $5,851-72.3% |
| Admin fee / account holder | $3 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |