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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 | $21,269 | $223,823-90.5% | $211,142-89.9% | $154,746-86.3% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,055 | $6,787-84.5% | $6,442-83.6% | $4,379-75.9% |
| Participant deferral / active EE | $4,585 | $9,750-53.0% | $9,284-50.6% | $6,730-31.9% |
| Admin fee / account holder | $95 | $19,707-99.5% | $19,076-99.5% | $14,365-99.3% |