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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 | $9,930 | $157,304-93.7% | $141,197-93.0% | $152,909-93.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $629 | $5,263-88.1% | $4,736-86.7% | $4,764-86.8% |
| Participant deferral / active EE | $3,543 | $7,111-50.2% | $6,710-47.2% | $5,851-39.5% |
| Admin fee / account holder | $16 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |