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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 | $11,289 | $83,337-86.5% | $67,834-83.4% | $273,972-95.9% |
| Participation rate | 23.8% | 76.4%-52.6pp | 68.8%-45.0pp | 83.0%-59.2pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $125 | $3,287-96.2% | $2,403-94.8% | $4,869-97.4% |
| Participant deferral / active EE | $2,545 | $4,088-37.7% | $3,160-19.4% | $5,287-51.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |