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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 | $15,006 | $171,867-91.3% | $149,721-90.0% | $147,586-89.8% |
| Participation rate | 35.3% | 88.2%-52.9pp | 87.1%-51.8pp | 82.8%-47.5pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $179 | $6,275-97.1% | $5,444-96.7% | $4,876-96.3% |
| Participant deferral / active EE | $5,085 | $7,270-30.1% | $6,568-22.6% | $5,439-6.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |