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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 | $18,596 | $113,935-83.7% | $94,224-80.3% | $125,393-85.2% |
| Participation rate | 12.5% | 82.9%-70.4pp | 78.8%-66.3pp | 83.2%-70.7pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.23%-282.2pp |
| Employer contribution / active EE | $247 | $4,727-94.8% | $3,587-93.1% | $4,866-94.9% |
| Participant deferral / active EE | $2,082 | $5,179-59.8% | $4,320-51.8% | $5,351-61.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |