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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 | $3,913 | $106,247-96.3% | $96,515-95.9% | $139,466-97.2% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $790 | $4,106-80.7% | $3,740-78.9% | $4,754-83.4% |
| Participant deferral / active EE | $1,578 | $5,456-71.1% | $4,880-67.7% | $6,712-76.5% |
| Admin fee / account holder | $55 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |