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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 | $11,756 | $165,381-92.9% | $149,730-92.1% | $158,966-92.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $638 | $5,104-87.5% | $4,645-86.3% | $4,762-86.6% |
| Participant deferral / active EE | $4,475 | $7,182-37.7% | $6,843-34.6% | $5,983-25.2% |
| Admin fee / account holder | $90 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |