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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 | $8,051 | $106,918-92.5% | $84,021-90.4% | $152,897-94.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.5%-20.9pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $197 | $2,735-92.8% | $1,984-90.1% | $4,764-95.9% |
| Participant deferral / active EE | $2,990 | $4,012-25.5% | $3,239-7.7% | $5,851-48.9% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |