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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 | $5,644 | $149,778-96.2% | $118,946-95.3% | $158,966-96.4% |
| Participation rate | 54.5% | 82.1%-27.5pp | 75.4%-20.8pp | 82.0%-27.4pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $782 | $4,117-81.0% | $3,263-76.0% | $4,762-83.6% |
| Participant deferral / active EE | $1,861 | $5,225-64.4% | $4,266-56.4% | $5,983-68.9% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |