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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 | $8,734 | $150,446-94.2% | $136,297-93.6% | $147,585-94.1% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $559 | $5,256-89.4% | $4,696-88.1% | $4,876-88.5% |
| Participant deferral / active EE | $2,605 | $6,631-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-99.9% | $10,886-100.0% |