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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 | $9,557 | $127,100-92.5% | $105,738-91.0% | $135,379-92.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 76.3%-13.8pp | 82.6%-20.1pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $283 | $4,107-93.1% | $3,268-91.3% | $4,779-94.1% |
| Participant deferral / active EE | $1,433 | $5,064-71.7% | $4,080-64.9% | $5,609-74.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |