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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 | $6,434 | $52,519-87.8% | $155,789-95.9% | $59,633-89.2% |
| Participation rate | 17.1% | 61.7%-44.6pp | 76.1%-59.0pp | 68.7%-51.5pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $103 | $1,589-93.5% | $3,839-97.3% | $2,203-95.3% |
| Participant deferral / active EE | $1,231 | $3,084-60.1% | $4,798-74.3% | $3,192-61.4% |
| Admin fee / account holder | $82 | $3,540-97.7% | $7,477-98.9% | $4,297-98.1% |