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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 | $5,567 | $185,141-97.0% | $153,416-96.4% | $155,188-96.4% |
| Participation rate | 58.8% | 79.9%-21.1pp | 74.3%-15.5pp | 80.8%-22.0pp |
| Annual return | 0.00% | 18.72%-18.7pp | 17.84%-17.8pp | 148.84%-148.8pp |
| Employer contribution / active EE | $846 | $4,489-81.2% | $3,764-77.5% | $4,248-80.1% |
| Participant deferral / active EE | $2,443 | $5,477-55.4% | $4,723-48.3% | $6,531-62.6% |
| Admin fee / account holder | $177 | $16,005-98.9% | $13,095-98.7% | $14,480-98.8% |