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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 | $18,760 | $226,105-91.7% | $182,540-89.7% | $152,897-87.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $180 | $4,978-96.4% | $4,076-95.6% | $4,764-96.2% |
| Participant deferral / active EE | $4,510 | $6,370-29.2% | $5,525-18.4% | $5,851-22.9% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |