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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 | $6,584 | $90,606-92.7% | $79,466-91.7% | $135,379-95.1% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 82.6%-23.8pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,617 | $4,050-60.1% | $3,704-56.3% | $5,609-71.2% |
| Admin fee / account holder | $68 | $5,895-98.8% | $5,104-98.7% | $10,828-99.4% |