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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 | $11,171 | $108,942-89.7% | $100,415-88.9% | $145,897-92.3% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,556 | $8,461-46.2% | $8,091-43.7% | $6,689-31.9% |
| Admin fee / account holder | $21 | $9,702-99.8% | $7,906-99.7% | $13,390-99.8% |