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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 | $5,106 | $105,145-95.1% | $94,664-94.6% | $139,466-96.3% |
| Participation rate | 28.6% | 82.4%-53.8pp | 80.8%-52.3pp | 80.3%-51.8pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,366 | $7,599-55.7% | $7,417-54.6% | $6,712-49.9% |
| Admin fee / account holder | $10 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |