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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 | $5,894 | $190,916-96.9% | $160,037-96.3% | $134,545-95.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -20.27% | 552.79%-573.1pp | 408.95%-429.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $5 | $4,996-99.9% | $4,226-99.9% | $4,742-99.9% |
| Participant deferral / active EE | $1,619 | $6,925-76.6% | $6,184-73.8% | $6,401-74.7% |
| Admin fee / account holder | $273 | $10,497-97.4% | $8,716-96.9% | $11,431-97.6% |