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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 | $6,942 | $115,796-94.0% | $101,264-93.1% | $158,950-95.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $309 | $4,175-92.6% | $3,660-91.6% | $4,762-93.5% |
| Participant deferral / active EE | $2,215 | $4,958-55.3% | $4,370-49.3% | $5,983-63.0% |
| Admin fee / account holder | $15 | $7,247-99.8% | $5,947-99.8% | $11,248-99.9% |