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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 | $2,173 | $123,898-98.2% | $116,538-98.1% | $155,188-98.6% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.8%-14.1pp |
| Annual return | 0.00% | 16.04%-16.0pp | 17.97%-18.0pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,541 | $6,400-29.0% | $6,207-26.8% | $6,531-30.5% |
| Admin fee / account holder | $9 | $9,174-99.9% | $8,737-99.9% | $14,480-99.9% |