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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 | $4,523 | $115,225-96.1% | $100,712-95.5% | $138,895-96.7% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 0.00% | 40.35%-40.4pp | 33.27%-33.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,571 | $4,699-45.3% | $4,085-37.1% | $6,396-59.8% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |