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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 | $6,178 | $97,289-93.6% | $92,805-93.3% | $155,188-96.0% |
| Participation rate | 57.1% | 84.2%-27.0pp | 83.5%-26.4pp | 80.8%-23.7pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,348 | $8,795-50.6% | $8,448-48.5% | $6,531-33.4% |
| Admin fee / account holder | $2 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |