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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 | $11,899 | $183,592-93.5% | $155,567-92.4% | $145,959-91.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $333 | $5,315-93.7% | $4,674-92.9% | $4,661-92.8% |
| Participant deferral / active EE | $4,050 | $6,464-37.3% | $5,628-28.0% | $6,689-39.4% |
| Admin fee / account holder | $26 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |