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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 | $14,772 | $168,635-91.2% | $147,617-90.0% | $125,389-88.2% |
| Participation rate | 16.7% | 88.8%-72.1pp | 84.6%-68.0pp | 83.2%-66.5pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $461 | $6,252-92.6% | $5,564-91.7% | $4,866-90.5% |
| Participant deferral / active EE | $2,083 | $5,507-62.2% | $4,895-57.4% | $5,352-61.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |