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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 | $6,761 | $129,737-94.8% | $119,126-94.3% | $154,746-95.6% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $241 | $4,375-94.5% | $4,034-94.0% | $4,379-94.5% |
| Participant deferral / active EE | $3,510 | $5,842-39.9% | $5,318-34.0% | $6,730-47.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |