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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 | $10,100 | $176,071-94.3% | $159,450-93.7% | $167,497-94.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $229 | $5,298-95.7% | $4,830-95.3% | $4,838-95.3% |
| Participant deferral / active EE | $4,700 | $7,750-39.4% | $7,352-36.1% | $6,341-25.9% |
| Admin fee / account holder | $4 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |