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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 | $16,943 | $185,225-90.9% | $142,898-88.1% | $167,536-89.9% |
| Participation rate | 25.0% | 78.5%-53.5pp | 72.0%-47.0pp | 82.1%-57.1pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,000 | $4,496-11.0% | $3,838+4.2% | $6,342-36.9% |
| Admin fee / account holder | $41 | $8,032-99.5% | $6,560-99.4% | $12,315-99.7% |