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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 | $19,593 | $226,135-91.3% | $182,558-89.3% | $152,909-87.2% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.0%-69.6pp | 82.5%-74.1pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $312 | $4,979-93.7% | $4,076-92.4% | $4,764-93.5% |
| Participant deferral / active EE | $1,207 | $6,371-81.1% | $5,526-78.2% | $5,851-79.4% |
| Admin fee / account holder | $112 | $10,707-99.0% | $8,594-98.7% | $11,601-99.0% |