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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 | $10,022 | $133,981-92.5% | $112,249-91.1% | $134,532-92.6% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $370 | $4,040-90.8% | $3,636-89.8% | $4,741-92.2% |
| Participant deferral / active EE | $2,499 | $5,292-52.8% | $4,729-47.1% | $6,401-61.0% |
| Admin fee / account holder | $19 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |