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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 | $5,446 | $162,821-96.7% | $133,978-95.9% | $158,982-96.6% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $292 | $4,976-94.1% | $3,919-92.5% | $4,763-93.9% |
| Participant deferral / active EE | $2,860 | $5,910-51.6% | $5,047-43.3% | $5,983-52.2% |
| Admin fee / account holder | $4 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |