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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 | $7,647 | $148,558-94.9% | $135,925-94.4% | $139,427-94.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 0.00% | 79.22%-79.2pp | 68.25%-68.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,642 | $8,101-42.7% | $7,759-40.2% | $6,711-30.8% |
| Admin fee / account holder | $12 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |