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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 | $19,979 | $176,105-88.7% | $159,474-87.5% | $167,536-88.1% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $399 | $5,299-92.5% | $4,831-91.7% | $4,839-91.8% |
| Participant deferral / active EE | $3,520 | $7,751-54.6% | $7,353-52.1% | $6,342-44.5% |
| Admin fee / account holder | $5 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |