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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 | $7,843 | $107,363-92.7% | $92,909-91.6% | $152,897-94.9% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.5%-12.9pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,457 | $4,848-28.7% | $4,238-18.4% | $5,851-40.9% |
| Admin fee / account holder | $45 | $7,082-99.4% | $5,795-99.2% | $11,599-99.6% |