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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 | $8,100 | $209,425-96.1% | $178,499-95.5% | $158,966-94.9% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $380 | $5,707-93.3% | $5,011-92.4% | $4,762-92.0% |
| Participant deferral / active EE | $3,357 | $5,955-43.6% | $5,202-35.5% | $5,983-43.9% |
| Admin fee / account holder | $68 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |