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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 | $7,417 | $160,059-95.4% | $140,019-94.7% | $135,379-94.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,006 | $6,420-84.3% | $5,605-82.1% | $4,779-79.0% |
| Participant deferral / active EE | $4,792 | $7,641-37.3% | $6,927-30.8% | $5,609-14.6% |
| Admin fee / account holder | $189 | $13,328-98.6% | $10,705-98.2% | $10,828-98.3% |