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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 | $6,946 | $106,005-93.4% | $92,239-92.5% | $147,585-95.3% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.9pp | 82.8%-30.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $275 | $4,333-93.7% | $3,680-92.5% | $4,876-94.4% |
| Participant deferral / active EE | $3,193 | $4,478-28.7% | $3,897-18.1% | $5,439-41.3% |
| Admin fee / account holder | $87 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |