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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 | $4,367 | $169,361-97.4% | $129,397-96.6% | $145,877-97.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 14395.54%-14395.5pp | 9453.98%-9454.0pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,012 | $4,987-39.6% | $4,167-27.7% | $6,691-55.0% |
| Admin fee / account holder | $300 | $9,903-97.0% | $7,679-96.1% | $13,402-97.8% |