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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 | $20,060 | $226,105-91.1% | $182,540-89.0% | $152,897-86.9% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.0%-65.5pp | 82.5%-70.0pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $133 | $4,978-97.3% | $4,076-96.7% | $4,764-97.2% |
| Participant deferral / active EE | $2,375 | $6,370-62.7% | $5,525-57.0% | $5,851-59.4% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |