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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 | $6,816 | $171,492-96.0% | $150,734-95.5% | $198,609-96.6% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 0.00% | 804.70%-804.7pp | 600.81%-600.8pp | 202.70%-202.7pp |
| Employer contribution / active EE | $455 | $5,470-91.7% | $4,918-90.8% | $5,055-91.0% |
| Participant deferral / active EE | $2,794 | $6,259-55.4% | $5,610-50.2% | $6,977-60.0% |
| Admin fee / account holder | $56 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |