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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 | $10,091 | $127,387-92.1% | $115,038-91.2% | $125,389-92.0% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $512 | $5,166-90.1% | $4,608-88.9% | $4,866-89.5% |
| Participant deferral / active EE | $4,668 | $6,423-27.3% | $6,026-22.5% | $5,352-12.8% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |