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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 | $7,488 | $77,449-90.3% | $69,483-89.2% | $152,909-95.1% |
| Participation rate | 20.0% | 78.1%-58.1pp | 74.6%-54.6pp | 82.5%-62.5pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $318 | $3,316-90.4% | $2,780-88.6% | $4,764-93.3% |
| Participant deferral / active EE | $1,058 | $4,415-76.0% | $3,537-70.1% | $5,851-81.9% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |