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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 | $7,215 | $106,548-93.2% | $91,219-92.1% | $134,493-94.6% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.2%-31.5pp | 81.2%-39.6pp |
| Annual return | 0.00% | 160.69%-160.7pp | 114.06%-114.1pp | 418.01%-418.0pp |
| Employer contribution / active EE | $285 | $3,331-91.5% | $2,851-90.0% | $4,740-94.0% |
| Participant deferral / active EE | $2,765 | $4,719-41.4% | $4,234-34.7% | $6,400-56.8% |
| Admin fee / account holder | $15 | $6,233-99.8% | $5,421-99.7% | $11,425-99.9% |