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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 | $12,443 | $197,603-93.7% | $177,827-93.0% | $158,950-92.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,104 | $8,404-3.6% | $7,713+5.1% | $5,983+35.5% |
| Admin fee / account holder | $46 | $15,402-99.7% | $12,429-99.6% | $11,248-99.6% |