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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 | $6,924 | $110,337-93.7% | $102,383-93.2% | $145,877-95.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $429 | $4,216-89.8% | $3,870-88.9% | $4,663-90.8% |
| Participant deferral / active EE | $1,893 | $5,621-66.3% | $5,060-62.6% | $6,691-71.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |