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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 | $12,808 | $144,130-91.1% | $117,861-89.1% | $147,586-91.3% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $590 | $4,897-88.0% | $3,786-84.4% | $4,876-87.9% |
| Participant deferral / active EE | $2,338 | $5,316-56.0% | $4,482-47.8% | $5,439-57.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |