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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 | $7,749 | $167,353-95.4% | $143,797-94.6% | $134,545-94.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $641 | $5,620-88.6% | $4,952-87.1% | $4,742-86.5% |
| Participant deferral / active EE | $3,225 | $6,447-50.0% | $5,638-42.8% | $6,401-49.6% |
| Admin fee / account holder | $27 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |