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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 | $5,633 | $160,059-96.5% | $140,019-96.0% | $135,379-95.8% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $473 | $6,420-92.6% | $5,605-91.6% | $4,779-90.1% |
| Participant deferral / active EE | $3,499 | $7,641-54.2% | $6,927-49.5% | $5,609-37.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |