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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 | $5,488 | $117,895-95.3% | $102,460-94.6% | $145,897-96.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $500 | $3,619-86.2% | $3,025-83.5% | $4,663-89.3% |
| Participant deferral / active EE | $3,795 | $5,736-33.8% | $5,056-25.0% | $6,689-43.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |