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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 | $3,781 | $149,679-97.5% | $117,039-96.8% | $147,586-97.4% |
| Participation rate | 57.1% | 83.5%-26.3pp | 77.2%-20.0pp | 82.8%-25.7pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $754 | $4,937-84.7% | $3,785-80.1% | $4,876-84.5% |
| Participant deferral / active EE | $1,292 | $4,912-73.7% | $3,929-67.1% | $5,439-76.3% |
| Admin fee / account holder | $8 | $7,856-99.9% | $5,974-99.9% | $10,886-99.9% |