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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 | $4,340 | $133,998-96.8% | $112,263-96.1% | $134,545-96.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $678 | $4,040-83.2% | $3,636-81.3% | $4,742-85.7% |
| Participant deferral / active EE | $2,190 | $5,292-58.6% | $4,729-53.7% | $6,401-65.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |