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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 | $17,443 | $144,130-87.9% | $117,861-85.2% | $147,586-88.2% |
| Participation rate | 16.7% | 83.4%-66.8pp | 79.7%-63.0pp | 82.8%-66.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $709 | $4,897-85.5% | $3,786-81.3% | $4,876-85.5% |
| Participant deferral / active EE | $2,167 | $5,316-59.2% | $4,482-51.7% | $5,439-60.2% |
| Admin fee / account holder | $10 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |