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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 | $13,761 | $92,219-85.1% | $76,767-82.1% | $135,380-89.8% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $391 | $3,216-87.8% | $2,485-84.3% | $4,779-91.8% |
| Participant deferral / active EE | $3,540 | $4,508-21.5% | $3,852-8.1% | $5,609-36.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |