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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 | $15,146 | $168,635-91.0% | $147,617-89.7% | $125,389-87.9% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,168 | $6,252-81.3% | $5,564-79.0% | $4,866-76.0% |
| Participant deferral / active EE | $5,351 | $5,507-2.8% | $4,895+9.3% | $5,3520% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |