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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 | $7,674 | $168,635-95.4% | $147,617-94.8% | $125,389-93.9% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $635 | $6,252-89.8% | $5,564-88.6% | $4,866-86.9% |
| Participant deferral / active EE | $2,233 | $5,507-59.5% | $4,895-54.4% | $5,352-58.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |