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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 | $9,939 | $140,592-92.9% | $123,105-91.9% | $125,389-92.1% |
| Participation rate | 63.6% | 88.2%-24.6pp | 86.8%-23.1pp | 83.2%-19.6pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $812 | $6,041-86.6% | $5,151-84.2% | $4,866-83.3% |
| Participant deferral / active EE | $4,326 | $6,980-38.0% | $6,229-30.6% | $5,352-19.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |