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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 | $14,913 | $167,352-91.1% | $143,788-89.6% | $134,509-88.9% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $396 | $5,620-93.0% | $4,952-92.0% | $4,741-91.6% |
| Participant deferral / active EE | $6,103 | $6,447-5.3% | $5,638+8.2% | $6,400-4.6% |
| Admin fee / account holder | $28 | $18,091-99.8% | $14,675-99.8% | $11,427-99.8% |