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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 | $7,569 | $167,504-95.5% | $151,628-95.0% | $134,509-94.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $525 | $6,828-92.3% | $6,165-91.5% | $4,741-88.9% |
| Participant deferral / active EE | $3,282 | $8,985-63.5% | $8,363-60.8% | $6,400-48.7% |
| Admin fee / account holder | $4 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |