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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 | $18,703 | $176,120-89.4% | $159,487-88.3% | $167,553-88.8% |
| Participation rate | 18.2% | 85.0%-66.8pp | 82.8%-64.7pp | 82.1%-63.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $222 | $5,299-95.8% | $4,831-95.4% | $4,840-95.4% |
| Participant deferral / active EE | $3,152 | $7,752-59.3% | $7,354-57.1% | $6,343-50.3% |
| Admin fee / account holder | $92 | $12,561-99.3% | $10,804-99.2% | $12,316-99.3% |