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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 | $8,278 | $227,399-96.4% | $189,758-95.6% | $198,609-95.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 0.00% | 61.03%-61.0pp | 52.62%-52.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $745 | $5,526-86.5% | $4,767-84.4% | $5,055-85.3% |
| Participant deferral / active EE | $4,000 | $6,837-41.5% | $5,856-31.7% | $6,977-42.7% |
| Admin fee / account holder | $1 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |