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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 | $6,629 | $75,962-91.3% | $154,111-95.7% | $64,173-89.7% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,502 | $3,175-52.7% | $5,081-70.4% | $3,470-56.7% |
| Admin fee / account holder | $216 | $5,589-96.1% | $13,411-98.4% | $4,887-95.6% |