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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 | $11,631 | $154,193-92.5% | $130,045-91.1% | $139,466-91.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $482 | $5,292-90.9% | $4,321-88.8% | $4,754-89.9% |
| Participant deferral / active EE | $7,077 | $6,709+5.5% | $5,820+21.6% | $6,712+5.4% |
| Admin fee / account holder | $1 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |