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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 | $7,325 | $176,077-95.8% | $159,455-95.4% | $167,518-95.6% |
| Participation rate | 52.6% | 84.9%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $841 | $5,298-84.1% | $4,830-82.6% | $4,838-82.6% |
| Participant deferral / active EE | $2,983 | $7,751-61.5% | $7,353-59.4% | $6,342-53.0% |
| Admin fee / account holder | $6 | $12,556-100.0% | $10,800-99.9% | $12,312-100.0% |