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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 | $22,201 | $152,592-85.5% | $125,180-82.3% | $152,885-85.5% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $778 | $4,947-84.3% | $3,866-79.9% | $4,763-83.7% |
| Participant deferral / active EE | $5,877 | $5,868+0.1% | $4,937+19.0% | $5,851+0.4% |
| Admin fee / account holder | $88 | $13,435-99.3% | $9,703-99.1% | $11,598-99.2% |