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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 | $9,802 | $138,072-92.9% | $123,549-92.1% | $135,382-92.8% |
| Participation rate | 21.4% | 84.7%-63.3pp | 82.3%-60.9pp | 82.6%-61.2pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,280 | $6,799-66.5% | $6,426-64.5% | $5,609-59.3% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |