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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 | $5,031 | $100,073-95.0% | $85,126-94.1% | $145,877-96.6% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $299 | $3,236-90.8% | $2,731-89.1% | $4,663-93.6% |
| Participant deferral / active EE | $1,195 | $5,294-77.4% | $4,523-73.6% | $6,691-82.1% |
| Admin fee / account holder | $18 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |