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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 | $6,814 | $167,362-95.9% | $143,799-95.3% | $134,532-94.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,043 | $5,620-81.4% | $4,952-78.9% | $4,741-78.0% |
| Participant deferral / active EE | $4,564 | $6,447-29.2% | $5,638-19.1% | $6,401-28.7% |
| Admin fee / account holder | $11 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |