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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 | $8,531 | $202,342-95.8% | $172,752-95.1% | $152,897-94.4% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,066 | $5,858-81.8% | $5,144-79.3% | $4,764-77.6% |
| Participant deferral / active EE | $2,507 | $5,948-57.8% | $5,198-51.8% | $5,851-57.1% |
| Admin fee / account holder | $48 | $17,111-99.7% | $13,955-99.7% | $11,599-99.6% |