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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 | $7,063 | $90,607-92.2% | $79,467-91.1% | $135,380-94.8% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,046 | $4,050+49.3% | $3,704+63.2% | $5,609+7.8% |
| Admin fee / account holder | $163 | $5,895-97.2% | $5,104-96.8% | $10,828-98.5% |