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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 | $12,704 | $227,633-94.4% | $189,597-93.3% | $167,553-92.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $260 | $5,317-95.1% | $4,412-94.1% | $4,840-94.6% |
| Participant deferral / active EE | $6,001 | $7,003-14.3% | $6,174-2.8% | $6,343-5.4% |
| Admin fee / account holder | $4 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |