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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 | $10,904 | $202,326-94.6% | $172,745-93.7% | $152,870-92.9% |
| Participation rate | 29.2% | 87.1%-57.9pp | 82.6%-53.5pp | 82.4%-53.3pp |
| Annual return | 0.00% | 1029.72%-1029.7pp | 802.90%-802.9pp | 345.34%-345.3pp |
| Employer contribution / active EE | $496 | $5,858-91.5% | $5,144-90.4% | $4,763-89.6% |
| Participant deferral / active EE | $2,427 | $5,948-59.2% | $5,197-53.3% | $5,850-58.5% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |