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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 | $6,918 | $190,916-96.4% | $160,037-95.7% | $134,545-94.9% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.0%-42.7pp | 81.2%-45.9pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,467 | $6,925-64.4% | $6,184-60.1% | $6,401-61.5% |
| Admin fee / account holder | $23 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |