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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 | $6,997 | $77,908-91.0% | $149,696-95.3% | $75,173-90.7% |
| Participation rate | 65.9% | 65.6%+0.3pp | 78.8%-12.9pp | 67.2%-1.3pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,366 | $3,411+28.0% | $5,682-23.2% | $4,126+5.8% |
| Admin fee / account holder | $157 | $5,950-97.4% | $13,212-98.8% | $5,651-97.2% |