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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 | $2,705 | $110,278-97.5% | $95,740-97.2% | $139,466-98.1% |
| Participation rate | 63.6% | 75.7%-12.1pp | 72.3%-8.6pp | 80.3%-16.7pp |
| Annual return | 0.00% | 27.19%-27.2pp | 28.41%-28.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $222 | $3,260-93.2% | $2,836-92.2% | $4,754-95.3% |
| Participant deferral / active EE | $1,845 | $4,674-60.5% | $4,244-56.5% | $6,712-72.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |