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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 | $6,831 | $95,383-92.8% | $185,837-96.3% | $85,856-92.0% |
| Participation rate | 23.0% | 68.8%-45.8pp | 81.7%-58.7pp | 69.3%-46.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.08%-122.1pp | 318.58%-318.6pp |
| Employer contribution / active EE | $347 | $3,313-89.5% | $5,168-93.3% | $2,565-86.5% |
| Participant deferral / active EE | $1,321 | $3,423-61.4% | $5,568-76.3% | $3,952-66.6% |
| Admin fee / account holder | $212 | $7,213-97.1% | $16,241-98.7% | $6,261-96.6% |