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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 | $13,073 | $165,399-92.1% | $149,745-91.3% | $158,982-91.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $484 | $5,105-90.5% | $4,646-89.6% | $4,763-89.8% |
| Participant deferral / active EE | $3,420 | $7,183-52.4% | $6,843-50.0% | $5,983-42.8% |
| Admin fee / account holder | $126 | $10,811-98.8% | $9,312-98.7% | $11,252-98.9% |