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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 | $28,246 | $180,459-84.3% | $154,108-81.7% | $135,380-79.1% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $848 | $6,035-85.9% | $5,298-84.0% | $4,779-82.3% |
| Participant deferral / active EE | $4,900 | $5,806-15.6% | $5,081-3.6% | $5,609-12.6% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |