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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 | $7,256 | $144,130-95.0% | $117,861-93.8% | $147,586-95.1% |
| Participation rate | 30.4% | 83.4%-53.0pp | 79.7%-49.2pp | 82.8%-52.4pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $773 | $4,897-84.2% | $3,786-79.6% | $4,876-84.1% |
| Participant deferral / active EE | $2,532 | $5,316-52.4% | $4,482-43.5% | $5,439-53.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |