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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 | $18,888 | $202,345-90.7% | $172,755-89.1% | $152,885-87.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $595 | $5,858-89.8% | $5,144-88.4% | $4,763-87.5% |
| Participant deferral / active EE | $5,595 | $5,948-5.9% | $5,198+7.6% | $5,851-4.4% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |