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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 | $6,015 | $88,585-93.2% | $69,884-91.4% | $134,532-95.5% |
| Participation rate | 16.7% | 74.9%-58.2pp | 70.5%-53.8pp | 81.2%-64.6pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,006 | $4,770-78.9% | $3,848-73.9% | $6,401-84.3% |
| Admin fee / account holder | $14 | $10,441-99.9% | $6,266-99.8% | $11,429-99.9% |