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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 | $7,667 | $217,432-96.5% | $185,851-95.9% | $167,553-95.4% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $207 | $5,874-96.5% | $5,168-96.0% | $4,840-95.7% |
| Participant deferral / active EE | $2,578 | $6,357-59.4% | $5,569-53.7% | $6,343-59.3% |
| Admin fee / account holder | $15 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |