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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 | $6,915 | $96,123-92.8% | $77,361-91.1% | $198,609-96.5% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 0.00% | 2054.81%-2054.8pp | 1011.54%-1011.5pp | 202.70%-202.7pp |
| Employer contribution / active EE | $667 | $3,791-82.4% | $2,990-77.7% | $5,055-86.8% |
| Participant deferral / active EE | $4,757 | $4,975-4.4% | $3,911+21.6% | $6,977-31.8% |
| Admin fee / account holder | $25 | $9,471-99.7% | $5,894-99.6% | $19,030-99.9% |