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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 | $8,052 | $107,368-92.5% | $92,915-91.3% | $152,909-94.7% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.5%-34.8pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $329 | $4,222-92.2% | $3,653-91.0% | $4,764-93.1% |
| Participant deferral / active EE | $3,376 | $4,848-30.4% | $4,238-20.3% | $5,851-42.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |