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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 | $9,616 | $168,635-94.3% | $147,617-93.5% | $125,389-92.3% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $165 | $6,252-97.4% | $5,564-97.0% | $4,866-96.6% |
| Participant deferral / active EE | $3,663 | $5,507-33.5% | $4,895-25.2% | $5,352-31.5% |
| Admin fee / account holder | $13 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |