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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 | $5,538 | $135,956-95.9% | $123,894-95.5% | $273,972-98.0% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $820 | $5,170-84.1% | $4,617-82.2% | $4,869-83.2% |
| Participant deferral / active EE | $2,287 | $6,343-63.9% | $5,984-61.8% | $5,287-56.7% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |