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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 | $10,577 | $185,883-94.3% | $170,043-93.8% | $139,466-92.4% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,116 | $7,596-85.3% | $6,790-83.6% | $4,754-76.5% |
| Participant deferral / active EE | $4,206 | $11,626-63.8% | $10,410-59.6% | $6,712-37.3% |
| Admin fee / account holder | $241 | $15,393-98.4% | $12,824-98.1% | $11,409-97.9% |