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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 | $8,006 | $148,623-94.6% | $135,974-94.1% | $139,466-94.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $640 | $5,246-87.8% | $4,859-86.8% | $4,754-86.5% |
| Participant deferral / active EE | $4,244 | $8,103-47.6% | $7,760-45.3% | $6,712-36.8% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |