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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 | $10,735 | $185,883-94.2% | $170,043-93.7% | $139,466-92.3% |
| Participation rate | 61.5% | 87.8%-26.2pp | 87.0%-25.5pp | 80.3%-18.8pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,816 | $11,626-58.6% | $10,410-53.7% | $6,712-28.3% |
| Admin fee / account holder | $6 | $15,393-100.0% | $12,824-100.0% | $11,409-99.9% |