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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 | $16,695 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $909 | $5,299-82.8% | $4,831-81.2% | $4,839-81.2% |
| Participant deferral / active EE | $3,639 | $7,751-53.1% | $7,353-50.5% | $6,342-42.6% |
| Admin fee / account holder | $7 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |