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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 | $11,518 | $190,916-94.0% | $160,037-92.8% | $134,545-91.4% |
| Participation rate | 15.4% | 82.0%-66.6pp | 78.0%-62.6pp | 81.2%-65.8pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $172 | $4,996-96.6% | $4,226-95.9% | $4,742-96.4% |
| Participant deferral / active EE | $1,618 | $6,925-76.6% | $6,184-73.8% | $6,401-74.7% |
| Admin fee / account holder | $101 | $10,497-99.0% | $8,716-98.8% | $11,431-99.1% |