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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 | $5,920 | $138,075-95.7% | $123,552-95.2% | $135,379-95.6% |
| Participation rate | 47.6% | 84.7%-37.1pp | 82.3%-34.7pp | 82.6%-35.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,053 | $6,800-55.1% | $6,426-52.5% | $5,609-45.6% |
| Admin fee / account holder | $20 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |