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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 | $4,796 | $180,466-97.3% | $154,114-96.9% | $135,382-96.5% |
| Participation rate | 68.2% | 87.4%-19.2pp | 83.0%-14.9pp | 82.6%-14.5pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,003 | $6,035-83.4% | $5,298-81.1% | $4,779-79.0% |
| Participant deferral / active EE | $2,880 | $5,806-50.4% | $5,081-43.3% | $5,609-48.7% |
| Admin fee / account holder | $63 | $16,144-99.6% | $13,411-99.5% | $10,829-99.4% |