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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 | $9,660 | $167,533-94.2% | $151,645-93.6% | $134,545-92.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,135 | $6,828-83.4% | $6,165-81.6% | $4,742-76.1% |
| Participant deferral / active EE | $4,722 | $8,985-47.4% | $8,363-43.5% | $6,401-26.2% |
| Admin fee / account holder | $34 | $13,781-99.8% | $11,614-99.7% | $11,431-99.7% |