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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 | $18,741 | $162,821-88.5% | $133,978-86.0% | $158,982-88.2% |
| Participation rate | 31.3% | 83.2%-52.0pp | 79.8%-48.6pp | 82.0%-50.7pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,353 | $5,910-9.4% | $5,047+6.1% | $5,983-10.5% |
| Admin fee / account holder | $127 | $11,742-98.9% | $8,930-98.6% | $11,252-98.9% |