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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 | $3,235 | $144,124-97.8% | $117,857-97.3% | $147,585-97.8% |
| Participation rate | 7.7% | 83.4%-75.7pp | 79.7%-72.0pp | 82.8%-75.1pp |
| Annual return | 0.00% | 531.17%-531.2pp | 335.09%-335.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $841 | $4,897-82.8% | $3,786-77.8% | $4,876-82.7% |
| Participant deferral / active EE | $2,415 | $5,316-54.6% | $4,482-46.1% | $5,439-55.6% |
| Admin fee / account holder | $17 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |