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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 | $16,928 | $209,847-91.9% | $189,520-91.1% | $167,518-89.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 748.45%-748.4pp | 555.25%-555.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,447 | $6,913-79.1% | $6,161-76.5% | $4,838-70.1% |
| Participant deferral / active EE | $6,721 | $8,934-24.8% | $8,220-18.2% | $6,342+6.0% |
| Admin fee / account holder | $52 | $14,295-99.6% | $12,046-99.6% | $12,312-99.6% |