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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 | $11,813 | $124,346-90.5% | $111,308-89.4% | $167,536-92.9% |
| Participation rate | 38.5% | 79.6%-41.2pp | 77.3%-38.9pp | 82.1%-43.7pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $317 | $3,437-90.8% | $2,732-88.4% | $4,839-93.4% |
| Participant deferral / active EE | $4,223 | $5,182-18.5% | $4,487-5.9% | $6,342-33.4% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |