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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 | $6,269 | $156,927-96.0% | $121,169-94.8% | $139,456-95.5% |
| Participation rate | 6.7% | 76.4%-69.8pp | 69.5%-62.9pp | 80.3%-73.7pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $383 | $4,848-92.1% | $4,083-90.6% | $6,711-94.3% |
| Admin fee / account holder | $8 | $6,946-99.9% | $5,645-99.9% | $11,407-99.9% |