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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 | $7,613 | $197,819-96.2% | $155,789-95.1% | $125,389-93.9% |
| Participation rate | 35.7% | 82.1%-46.4pp | 76.1%-40.4pp | 83.2%-47.5pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,813 | $5,631-50.0% | $4,798-41.4% | $5,352-47.4% |
| Admin fee / account holder | $61 | $9,544-99.4% | $7,477-99.2% | $9,541-99.4% |