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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 | $14,390 | $217,432-93.4% | $185,849-92.3% | $167,536-91.4% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $283 | $5,875-95.2% | $5,169-94.5% | $4,839-94.2% |
| Participant deferral / active EE | $5,454 | $6,357-14.2% | $5,569-2.1% | $6,342-14.0% |
| Admin fee / account holder | $42 | $19,818-99.8% | $16,244-99.7% | $12,315-99.7% |