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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 | $5,871 | $228,395-97.4% | $185,861-96.8% | $158,982-96.3% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $144 | $4,968-97.1% | $4,088-96.5% | $4,763-97.0% |
| Participant deferral / active EE | $1,825 | $6,417-71.6% | $5,634-67.6% | $5,983-69.5% |
| Admin fee / account holder | $13 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |