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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 | $3,341 | $124,314-97.3% | $109,163-96.9% | $167,518-98.0% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $385 | $4,209-90.9% | $3,723-89.7% | $4,838-92.0% |
| Participant deferral / active EE | $2,474 | $5,256-52.9% | $4,654-46.8% | $6,342-61.0% |
| Admin fee / account holder | $230 | $7,973-97.1% | $6,754-96.6% | $12,312-98.1% |