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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 | $11,578 | $141,004-91.8% | $112,273-89.7% | $139,466-91.7% |
| Participation rate | 68.2% | 79.2%-11.0pp | 72.4%-4.3pp | 80.3%-12.2pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $659 | $4,285-84.6% | $3,431-80.8% | $4,754-86.1% |
| Participant deferral / active EE | $1,993 | $5,878-66.1% | $4,800-58.5% | $6,712-70.3% |
| Admin fee / account holder | $152 | $9,959-98.5% | $7,752-98.0% | $11,409-98.7% |