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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 | $14,796 | $150,442-90.2% | $136,295-89.1% | $147,585-90.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $561 | $5,256-89.3% | $4,695-88.1% | $4,876-88.5% |
| Participant deferral / active EE | $2,949 | $6,630-55.5% | $6,247-52.8% | $5,439-45.8% |
| Admin fee / account holder | $99 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |