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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 | $8,576 | $115,810-92.6% | $101,271-91.5% | $158,966-94.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $600 | $4,175-85.6% | $3,660-83.6% | $4,762-87.4% |
| Participant deferral / active EE | $2,400 | $4,958-51.6% | $4,371-45.1% | $5,983-59.9% |
| Admin fee / account holder | $12 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |