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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 | $12,148 | $82,630-85.3% | $64,105-81.0% | $125,389-90.3% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,088 | $3,608+13.3% | $2,822+44.9% | $5,352-23.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |