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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 | $17,313 | $150,446-88.5% | $136,297-87.3% | $147,585-88.3% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $708 | $5,256-86.5% | $4,696-84.9% | $4,876-85.5% |
| Participant deferral / active EE | $2,485 | $6,631-62.5% | $6,247-60.2% | $5,439-54.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |