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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 | $10,502 | $107,666-90.2% | $102,184-89.7% | $154,746-93.2% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 0.00% | 29.33%-29.3pp | 31.58%-31.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,467 | $8,719-25.8% | $8,309-22.2% | $6,730-3.9% |
| Admin fee / account holder | $10 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |