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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 | $12,358 | $100,901-87.8% | $75,501-83.6% | $147,586-91.6% |
| Participation rate | 29.4% | 77.1%-47.7pp | 72.4%-42.9pp | 82.8%-53.4pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.35%-27.4pp | 578.59%-578.6pp |
| Employer contribution / active EE | $193 | $3,253-94.1% | $2,352-91.8% | $4,876-96.0% |
| Participant deferral / active EE | $773 | $4,027-80.8% | $3,142-75.4% | $5,439-85.8% |
| Admin fee / account holder | $120 | $11,285-98.9% | $5,801-97.9% | $10,886-98.9% |