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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 | $16,354 | $183,988-91.1% | $162,177-89.9% | $152,897-89.3% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.6%-33.0pp | 82.5%-27.9pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,919 | $8,032-38.8% | $7,297-32.6% | $5,851-15.9% |
| Admin fee / account holder | $195 | $13,123-98.5% | $10,843-98.2% | $11,599-98.3% |