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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 | $5,912 | $118,708-95.0% | $98,920-94.0% | $158,966-96.3% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $404 | $3,334-87.9% | $2,689-85.0% | $4,762-91.5% |
| Participant deferral / active EE | $1,985 | $5,089-61.0% | $4,245-53.2% | $5,983-66.8% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.9% | $11,250-99.9% |