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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 | $5,867 | $124,314-95.3% | $109,163-94.6% | $167,518-96.5% |
| Participation rate | 56.3% | 79.4%-23.2pp | 75.9%-19.6pp | 82.1%-25.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $478 | $4,209-88.7% | $3,723-87.2% | $4,838-90.1% |
| Participant deferral / active EE | $2,779 | $5,256-47.1% | $4,654-40.3% | $6,342-56.2% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |