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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 | $7,438 | $165,399-95.5% | $149,745-95.0% | $158,982-95.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $856 | $5,105-83.2% | $4,646-81.6% | $4,763-82.0% |
| Participant deferral / active EE | $4,756 | $7,183-33.8% | $6,843-30.5% | $5,983-20.5% |
| Admin fee / account holder | $23 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |