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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 | $8,656 | $106,005-91.8% | $92,239-90.6% | $147,585-94.1% |
| Participation rate | 23.8% | 80.4%-56.6pp | 76.5%-52.7pp | 82.8%-59.0pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.58%-578.6pp |
| Employer contribution / active EE | $177 | $4,333-95.9% | $3,680-95.2% | $4,876-96.4% |
| Participant deferral / active EE | $1,862 | $4,478-58.4% | $3,897-52.2% | $5,439-65.8% |
| Admin fee / account holder | $22 | $6,333-99.7% | $5,194-99.6% | $10,886-99.8% |