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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 | $9,250 | $78,670-88.2% | $109,173-91.5% | $85,847-89.2% |
| Participation rate | 60.6% | 68.3%-7.7pp | 75.9%-15.3pp | 69.3%-8.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,866 | $3,467+69.2% | $4,654+26.0% | $3,952+48.4% |
| Admin fee / account holder | $38 | $5,469-99.3% | $6,755-99.4% | $6,261-99.4% |