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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 | $3,053 | $102,632-97.0% | $81,988-96.3% | $158,950-98.1% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $371 | $3,241-88.5% | $2,498-85.1% | $4,762-92.2% |
| Participant deferral / active EE | $1,109 | $4,649-76.1% | $3,722-70.2% | $5,983-81.5% |
| Admin fee / account holder | $14 | $8,237-99.8% | $5,665-99.7% | $11,248-99.9% |