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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 | $5,537 | $124,314-95.5% | $109,163-94.9% | $167,518-96.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $341 | $4,209-91.9% | $3,723-90.8% | $4,838-92.9% |
| Participant deferral / active EE | $2,415 | $5,256-54.1% | $4,654-48.1% | $6,342-61.9% |
| Admin fee / account holder | $13 | $7,973-99.8% | $6,754-99.8% | $12,312-99.9% |