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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 | $7,871 | $110,212-92.9% | $96,534-91.8% | $139,466-94.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $240 | $3,620-93.4% | $2,965-91.9% | $4,754-95.0% |
| Participant deferral / active EE | $3,525 | $5,547-36.5% | $4,851-27.3% | $6,712-47.5% |
| Admin fee / account holder | $150 | $11,599-98.7% | $8,253-98.2% | $11,409-98.7% |