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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 | $21,422 | $165,399-87.0% | $149,745-85.7% | $158,982-86.5% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $171 | $5,105-96.6% | $4,646-96.3% | $4,763-96.4% |
| Participant deferral / active EE | $2,786 | $7,183-61.2% | $6,843-59.3% | $5,983-53.4% |
| Admin fee / account holder | $186 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |