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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 | $8,675 | $217,432-96.0% | $185,851-95.3% | $167,553-94.8% |
| Participation rate | 61.5% | 86.1%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $228 | $5,874-96.1% | $5,168-95.6% | $4,840-95.3% |
| Participant deferral / active EE | $5,116 | $6,357-19.5% | $5,569-8.1% | $6,343-19.3% |
| Admin fee / account holder | $3 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |