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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 | $5,752 | $112,915-94.9% | $90,965-93.7% | $158,950-96.4% |
| Participation rate | 55.0% | 74.7%-19.7pp | 69.0%-14.0pp | 82.0%-27.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $304 | $2,894-89.5% | $2,122-85.7% | $4,762-93.6% |
| Participant deferral / active EE | $2,844 | $4,128-31.1% | $3,373-15.7% | $5,983-52.5% |
| Admin fee / account holder | $1 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |