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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 | $5,383 | $226,090-97.6% | $182,531-97.1% | $152,885-96.5% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.0%-47.2pp | 82.5%-51.7pp |
| Annual return | 0.00% | 192.57%-192.6pp | 148.57%-148.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,556 | $6,369-75.6% | $5,525-71.8% | $5,851-73.4% |
| Admin fee / account holder | $16 | $10,705-99.8% | $8,593-99.8% | $11,598-99.9% |