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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 | $6,338 | $109,905-94.2% | $98,506-93.6% | $167,553-96.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $176 | $3,226-94.5% | $2,961-94.1% | $4,840-96.4% |
| Participant deferral / active EE | $3,940 | $4,674-15.7% | $4,277-7.9% | $6,343-37.9% |
| Admin fee / account holder | $1 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |