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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 | $8,851 | $78,707-88.8% | $117,861-92.5% | $70,126-87.4% |
| Participation rate | 41.7% | 73.2%-31.5pp | 79.7%-38.0pp | 69.5%-27.9pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,723 | $3,297+12.9% | $4,482-16.9% | $3,332+11.7% |
| Admin fee / account holder | $165 | $5,066-96.7% | $8,021-97.9% | $4,645-96.4% |