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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 | $10,618 | $152,651-93.0% | $105,218-89.9% | $125,389-91.5% |
| Participation rate | 66.7% | 81.5%-14.9pp | 77.2%-10.6pp | 83.2%-16.5pp |
| Annual return | 0.00% | 8.24%-8.2pp | 5.33%-5.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,073 | $6,660+6.2% | $4,867+45.3% | $5,352+32.2% |
| Admin fee / account holder | $0 | $14,248-100.0% | $6,992-100.0% | $9,541-100.0% |