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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 | $10,224 | $185,312-94.5% | $161,489-93.7% | $154,746-93.4% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $837 | $4,769-82.4% | $4,268-80.4% | $4,379-80.9% |
| Participant deferral / active EE | $4,213 | $6,350-33.7% | $5,630-25.2% | $6,730-37.4% |
| Admin fee / account holder | $45 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |