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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 | $18,698 | $198,457-90.6% | $170,435-89.0% | $147,586-87.3% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,198 | $6,183-80.6% | $5,432-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $4,626 | $5,629-17.8% | $4,939-6.4% | $5,439-15.0% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |