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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 | $16,048 | $165,361-90.3% | $149,715-89.3% | $158,950-89.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $895 | $5,103-82.5% | $4,645-80.7% | $4,762-81.2% |
| Participant deferral / active EE | $4,680 | $7,182-34.8% | $6,842-31.6% | $5,983-21.8% |
| Admin fee / account holder | $106 | $10,808-99.0% | $9,310-98.9% | $11,248-99.1% |