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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 | $7,696 | $138,076-94.4% | $123,553-93.8% | $135,380-94.3% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $549 | $5,152-89.3% | $4,628-88.1% | $4,779-88.5% |
| Participant deferral / active EE | $3,065 | $6,800-54.9% | $6,426-52.3% | $5,609-45.4% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |