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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 | $6,535 | $124,351-94.7% | $109,188-94.0% | $167,553-96.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $624 | $4,210-85.2% | $3,723-83.2% | $4,840-87.1% |
| Participant deferral / active EE | $3,154 | $5,257-40.0% | $4,654-32.2% | $6,343-50.3% |
| Admin fee / account holder | $21 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |