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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 | $10,054 | $138,072-92.7% | $123,549-91.9% | $135,382-92.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $491 | $5,152-90.5% | $4,628-89.4% | $4,779-89.7% |
| Participant deferral / active EE | $3,042 | $6,799-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |