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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 | $6,889 | $157,296-95.6% | $141,191-95.1% | $152,897-95.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $752 | $5,262-85.7% | $4,736-84.1% | $4,764-84.2% |
| Participant deferral / active EE | $2,571 | $7,111-63.8% | $6,710-61.7% | $5,851-56.1% |
| Admin fee / account holder | $43 | $12,125-99.6% | $10,264-99.6% | $11,599-99.6% |