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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% | $155,574-92.4% | $145,877-91.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 0.00% | 61.37%-61.4pp | 64.87%-64.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $333 | $5,317-93.7% | $4,676-92.9% | $4,663-92.9% |
| Participant deferral / active EE | $4,050 | $6,466-37.4% | $5,629-28.1% | $6,691-39.5% |
| Admin fee / account holder | $26 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |