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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 | $8,305 | $183,592-95.5% | $155,567-94.7% | $145,959-94.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $854 | $5,315-83.9% | $4,674-81.7% | $4,661-81.7% |
| Participant deferral / active EE | $4,333 | $6,464-33.0% | $5,628-23.0% | $6,689-35.2% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |