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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 | $10,986 | $108,911-89.9% | $100,392-89.1% | $145,884-92.5% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 58.23%-58.2pp | 49.45%-49.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,451 | $8,459-0.1% | $8,090+4.5% | $6,690+26.3% |
| Admin fee / account holder | $2 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |