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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 | $4,518 | $147,727-96.9% | $115,756-96.1% | $134,532-96.6% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.1%-13.4pp | 81.2%-17.6pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $484 | $4,713-89.7% | $3,793-87.2% | $4,741-89.8% |
| Participant deferral / active EE | $2,819 | $7,563-62.7% | $6,254-54.9% | $6,401-56.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,429-100.0% |