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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 | $12,012 | $150,435-92.0% | $120,580-90.0% | $145,897-91.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,950 | $6,174-3.6% | $4,995+19.1% | $6,689-11.1% |
| Admin fee / account holder | $19 | $12,182-99.8% | $9,418-99.8% | $13,390-99.9% |