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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 | $2,004 | $115,796-98.3% | $101,264-98.0% | $158,950-98.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $468 | $4,175-88.8% | $3,660-87.2% | $4,762-90.2% |
| Participant deferral / active EE | $1,487 | $4,958-70.0% | $4,370-66.0% | $5,983-75.1% |
| Admin fee / account holder | $166 | $7,247-97.7% | $5,947-97.2% | $11,248-98.5% |