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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 | $7,602 | $117,846-93.5% | $102,434-92.6% | $145,884-94.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 31.90%-31.9pp | 29.46%-29.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $771 | $3,615-78.7% | $3,023-74.5% | $4,662-83.5% |
| Participant deferral / active EE | $2,246 | $5,733-60.8% | $5,055-55.6% | $6,690-66.4% |
| Admin fee / account holder | $277 | $13,356-97.9% | $9,462-97.1% | $13,392-97.9% |