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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 | $7,727 | $84,236-90.8% | $170,439-95.5% | $70,124-89.0% |
| Participation rate | 12.7% | 70.8%-58.1pp | 83.6%-70.9pp | 69.5%-56.8pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $69 | $3,387-97.9% | $5,433-98.7% | $2,342-97.0% |
| Participant deferral / active EE | $910 | $3,086-70.5% | $4,939-81.6% | $3,332-72.7% |
| Admin fee / account holder | $20 | $5,698-99.7% | $13,881-99.9% | $4,645-99.6% |