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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 | $2,993 | $142,426-97.9% | $115,167-97.4% | $152,909-98.0% |
| Participation rate | 57.9% | 82.4%-24.5pp | 75.9%-18.0pp | 82.5%-24.6pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $236 | $4,011-94.1% | $3,179-92.6% | $4,764-95.1% |
| Participant deferral / active EE | $1,458 | $5,165-71.8% | $4,169-65.0% | $5,851-75.1% |
| Admin fee / account holder | $4 | $8,464-100.0% | $7,089-99.9% | $11,601-100.0% |