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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 | $6,458 | $149,778-95.7% | $118,946-94.6% | $158,966-95.9% |
| Participation rate | 41.2% | 82.1%-40.9pp | 75.4%-34.2pp | 82.0%-40.8pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $580 | $4,117-85.9% | $3,263-82.2% | $4,762-87.8% |
| Participant deferral / active EE | $1,738 | $5,225-66.7% | $4,266-59.3% | $5,983-71.0% |
| Admin fee / account holder | $53 | $8,604-99.4% | $6,581-99.2% | $11,250-99.5% |