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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 | $4,039 | $108,912-96.3% | $100,383-96.0% | $145,959-97.2% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 57.96%-58.0pp | 49.26%-49.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,601 | $8,451-69.2% | $8,086-67.8% | $6,689-61.1% |
| Admin fee / account holder | $5 | $9,690-100.0% | $7,900-99.9% | $13,398-100.0% |