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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 | $5,883 | $201,372-97.1% | $184,260-96.8% | $145,884-96.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $387 | $7,024-94.5% | $6,427-94.0% | $4,662-91.7% |
| Participant deferral / active EE | $3,324 | $9,808-66.1% | $9,133-63.6% | $6,690-50.3% |
| Admin fee / account holder | $1 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |