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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 | $8,400 | $103,393-91.9% | $87,103-90.4% | $152,909-94.5% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $502 | $3,221-84.4% | $2,521-80.1% | $4,764-89.5% |
| Participant deferral / active EE | $3,223 | $4,778-32.6% | $4,049-20.4% | $5,851-44.9% |
| Admin fee / account holder | $237 | $12,195-98.1% | $7,491-96.8% | $11,601-98.0% |