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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 | $8,953 | $197,594-95.5% | $177,822-95.0% | $158,931-94.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.86%-302.9pp |
| Employer contribution / active EE | $682 | $6,697-89.8% | $5,918-88.5% | $4,761-85.7% |
| Participant deferral / active EE | $5,113 | $8,405-39.2% | $7,714-33.7% | $5,982-14.5% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |