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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 | $18,157 | $198,457-90.9% | $170,435-89.3% | $147,586-87.7% |
| Participation rate | 42.1% | 88.0%-45.9pp | 83.6%-41.5pp | 82.8%-40.7pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $832 | $6,183-86.5% | $5,432-84.7% | $4,876-82.9% |
| Participant deferral / active EE | $3,189 | $5,629-43.3% | $4,939-35.4% | $5,439-41.4% |
| Admin fee / account holder | $46 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |