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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 | $14,422 | $107,363-86.6% | $92,909-84.5% | $152,897-90.6% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.5%-55.2pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $239 | $4,222-94.3% | $3,653-93.5% | $4,764-95.0% |
| Participant deferral / active EE | $3,456 | $4,848-28.7% | $4,238-18.5% | $5,851-40.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |