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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 | $176,071-89.4% | $159,450-88.3% | $167,497-88.8% |
| Participation rate | 18.2% | 84.9%-66.8pp | 82.8%-64.6pp | 82.1%-63.9pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $222 | $5,298-95.8% | $4,830-95.4% | $4,838-95.4% |
| Participant deferral / active EE | $3,152 | $7,750-59.3% | $7,352-57.1% | $6,341-50.3% |
| Admin fee / account holder | $92 | $12,555-99.3% | $10,800-99.2% | $12,310-99.3% |