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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 | $14,227 | $209,874-93.2% | $189,537-92.5% | $167,536-91.5% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $404 | $6,913-94.2% | $6,161-93.4% | $4,839-91.7% |
| Participant deferral / active EE | $8,886 | $8,934-0.5% | $8,220+8.1% | $6,342+40.1% |
| Admin fee / account holder | $18 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |