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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 | $8,289 | $102,616-91.9% | $81,981-89.9% | $158,931-94.8% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 0.00% | 61.05%-61.0pp | 41.31%-41.3pp | 302.86%-302.9pp |
| Employer contribution / active EE | $230 | $3,240-92.9% | $2,498-90.8% | $4,761-95.2% |
| Participant deferral / active EE | $4,791 | $4,648+3.1% | $3,722+28.7% | $5,982-19.9% |
| Admin fee / account holder | $0 | $8,236-100.0% | $5,664-100.0% | $11,247-100.0% |