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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 | $8,270 | $138,075-94.0% | $123,552-93.3% | $135,379-93.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $331 | $5,152-93.6% | $4,628-92.8% | $4,779-93.1% |
| Participant deferral / active EE | $3,304 | $6,800-51.4% | $6,426-48.6% | $5,609-41.1% |
| Admin fee / account holder | $28 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |