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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 | $11,778 | $176,120-93.3% | $159,487-92.6% | $167,553-93.0% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $304 | $5,299-94.3% | $4,831-93.7% | $4,840-93.7% |
| Participant deferral / active EE | $2,764 | $7,752-64.3% | $7,354-62.4% | $6,343-56.4% |
| Admin fee / account holder | $45 | $12,561-99.6% | $10,804-99.6% | $12,316-99.6% |