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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 | $11,315 | $165,381-93.2% | $149,730-92.4% | $158,966-92.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $864 | $5,104-83.1% | $4,645-81.4% | $4,762-81.9% |
| Participant deferral / active EE | $5,557 | $7,182-22.6% | $6,843-18.8% | $5,983-7.1% |
| Admin fee / account holder | $19 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |