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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 | $8,831 | $138,114-93.6% | $125,391-93.0% | $134,545-93.4% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $722 | $5,246-86.2% | $4,816-85.0% | $4,742-84.8% |
| Participant deferral / active EE | $4,153 | $7,801-46.8% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $43 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |