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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 | $7,481 | $150,442-95.0% | $136,295-94.5% | $147,585-94.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $208 | $5,256-96.1% | $4,695-95.6% | $4,876-95.7% |
| Participant deferral / active EE | $4,253 | $6,630-35.9% | $6,247-31.9% | $5,439-21.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |