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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 | $7,972 | $185,856-95.7% | $170,028-95.3% | $139,456-94.3% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.3pp | 80.3%-11.6pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,034 | $7,593-86.4% | $6,788-84.8% | $4,753-78.2% |
| Participant deferral / active EE | $4,147 | $11,623-64.3% | $10,409-60.2% | $6,711-38.2% |
| Admin fee / account holder | $81 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |