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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 | $4,216 | $149,679-97.2% | $117,039-96.4% | $147,586-97.1% |
| Participation rate | 52.6% | 83.5%-30.9pp | 77.2%-24.6pp | 82.8%-30.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $138 | $4,937-97.2% | $3,785-96.3% | $4,876-97.2% |
| Participant deferral / active EE | $2,080 | $4,912-57.6% | $3,929-47.1% | $5,439-61.8% |
| Admin fee / account holder | $1 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |