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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 | $7,340 | $138,078-94.7% | $125,363-94.1% | $134,509-94.5% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $444 | $5,245-91.5% | $4,815-90.8% | $4,741-90.6% |
| Participant deferral / active EE | $4,165 | $7,800-46.6% | $7,447-44.1% | $6,400-34.9% |
| Admin fee / account holder | $13 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |