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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 | $13,717 | $178,174-92.3% | $156,181-91.2% | $137,256-90.0% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.8%-42.0pp | 80.0%-43.1pp |
| Annual return | 0.00% | 84.19%-84.2pp | 64.87%-64.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $548 | $4,972-89.0% | $4,294-87.2% | $4,156-86.8% |
| Participant deferral / active EE | $6,689 | $6,888-2.9% | $6,132+9.1% | $6,407+4.4% |
| Admin fee / account holder | $4 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |