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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 | $11,020 | $202,342-94.6% | $172,753-93.6% | $152,909-92.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,039 | $5,857-82.3% | $5,144-79.8% | $4,764-78.2% |
| Participant deferral / active EE | $5,932 | $5,948-0.3% | $5,198+14.1% | $5,851+1.4% |
| Admin fee / account holder | $35 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |