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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 | $8,757 | $167,362-94.8% | $143,799-93.9% | $134,532-93.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,092 | $5,620-80.6% | $4,952-77.9% | $4,741-77.0% |
| Participant deferral / active EE | $5,960 | $6,447-7.6% | $5,638+5.7% | $6,401-6.9% |
| Admin fee / account holder | $9 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |