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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 | $10,262 | $183,988-94.4% | $162,177-93.7% | $152,897-93.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $568 | $6,370-91.1% | $5,613-89.9% | $4,764-88.1% |
| Participant deferral / active EE | $6,111 | $8,032-23.9% | $7,297-16.2% | $5,851+4.4% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |