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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 | $5,200 | $167,353-96.9% | $143,797-96.4% | $134,545-96.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $634 | $5,620-88.7% | $4,952-87.2% | $4,742-86.6% |
| Participant deferral / active EE | $2,293 | $6,447-64.4% | $5,638-59.3% | $6,401-64.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |