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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 | $14,552 | $183,627-92.1% | $155,602-90.6% | $145,978-90.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $391 | $5,316-92.7% | $4,675-91.6% | $4,662-91.6% |
| Participant deferral / active EE | $6,797 | $6,466+5.1% | $5,629+20.7% | $6,690+1.6% |
| Admin fee / account holder | $54 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |