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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 | $13,995 | $184,000-92.4% | $162,185-91.4% | $152,909-90.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,195 | $6,370-81.2% | $5,613-78.7% | $4,764-74.9% |
| Participant deferral / active EE | $5,259 | $8,033-34.5% | $7,297-27.9% | $5,851-10.1% |
| Admin fee / account holder | $38 | $13,124-99.7% | $10,844-99.7% | $11,601-99.7% |