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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 | $5,546 | $183,539-97.0% | $155,556-96.4% | $145,897-96.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,782 | $6,467-57.0% | $5,631-50.6% | $6,689-58.4% |
| Admin fee / account holder | $241 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |