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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 | $10,097 | $202,345-95.0% | $172,755-94.2% | $152,885-93.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $928 | $5,858-84.2% | $5,144-82.0% | $4,763-80.5% |
| Participant deferral / active EE | $5,594 | $5,948-6.0% | $5,198+7.6% | $5,851-4.4% |
| Admin fee / account holder | $252 | $17,111-98.5% | $13,955-98.2% | $11,598-97.8% |