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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 | $8,958 | $198,457-95.5% | $170,435-94.7% | $147,586-93.9% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $876 | $6,183-85.8% | $5,432-83.9% | $4,876-82.0% |
| Participant deferral / active EE | $2,870 | $5,629-49.0% | $4,939-41.9% | $5,439-47.2% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |