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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 | $9,748 | $109,372-91.1% | $89,414-89.1% | $158,966-93.9% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.0%-56.9pp | 82.0%-70.9pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,028 | $4,598-77.6% | $3,890-73.6% | $5,983-82.8% |
| Admin fee / account holder | $16 | $6,156-99.7% | $4,883-99.7% | $11,250-99.9% |