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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 | $12,350 | $209,428-94.1% | $178,498-93.1% | $158,950-92.2% |
| Participation rate | 31.6% | 86.4%-54.8pp | 81.9%-50.3pp | 82.0%-50.4pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,134 | $5,707-80.1% | $5,011-77.4% | $4,762-76.2% |
| Participant deferral / active EE | $2,189 | $5,955-63.2% | $5,202-57.9% | $5,983-63.4% |
| Admin fee / account holder | $118 | $17,077-99.3% | $13,985-99.2% | $11,248-99.0% |