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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 | $5,074 | $81,664-93.8% | $70,476-92.8% | $158,966-96.8% |
| Participation rate | 63.2% | 77.7%-14.6pp | 75.1%-11.9pp | 82.0%-18.8pp |
| Annual return | 12.22% | 208.59%-196.4pp | 109.12%-96.9pp | 302.95%-290.7pp |
| Employer contribution / active EE | $198 | $3,219-93.8% | $2,738-92.8% | $4,762-95.8% |
| Participant deferral / active EE | $1,025 | $4,556-77.5% | $3,710-72.4% | $5,983-82.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |