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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 | $19,305 | $198,461-90.3% | $170,436-88.7% | $147,585-86.9% |
| Participation rate | 13.3% | 88.0%-74.6pp | 83.6%-70.3pp | 82.8%-69.5pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.57%-578.6pp |
| Employer contribution / active EE | $319 | $6,184-94.8% | $5,433-94.1% | $4,876-93.5% |
| Participant deferral / active EE | $2,400 | $5,629-57.4% | $4,939-51.4% | $5,439-55.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |