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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 | $10,232 | $171,865-94.0% | $149,718-93.2% | $147,585-93.1% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 0.00% | 2113.29%-2113.3pp | 1501.67%-1501.7pp | 578.56%-578.6pp |
| Employer contribution / active EE | $821 | $6,275-86.9% | $5,445-84.9% | $4,876-83.2% |
| Participant deferral / active EE | $6,000 | $7,270-17.5% | $6,569-8.7% | $5,439+10.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |