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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 | $6,304 | $78,670-92.0% | $109,173-94.2% | $85,847-92.7% |
| Participation rate | 57.7% | 68.3%-10.6pp | 75.9%-18.2pp | 69.3%-11.6pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $561 | $2,734-79.5% | $3,723-84.9% | $2,565-78.1% |
| Participant deferral / active EE | $3,066 | $3,467-11.6% | $4,654-34.1% | $3,952-22.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |