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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 | $7,419 | $115,917-93.6% | $100,535-92.6% | $158,982-95.3% |
| Participation rate | 64.3% | 81.6%-17.3pp | 79.4%-15.1pp | 82.0%-17.7pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,624 | $6,677-60.7% | $6,271-58.2% | $5,983-56.1% |
| Admin fee / account holder | $147 | $11,002-98.7% | $8,085-98.2% | $11,252-98.7% |