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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 | $5,837 | $202,342-97.1% | $172,752-96.6% | $152,897-96.2% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,157 | $5,858-80.2% | $5,144-77.5% | $4,764-75.7% |
| Participant deferral / active EE | $2,398 | $5,948-59.7% | $5,198-53.9% | $5,851-59.0% |
| Admin fee / account holder | $57 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |