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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 | $11,840 | $183,978-93.6% | $162,171-92.7% | $152,885-92.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,054 | $6,370-83.4% | $5,613-81.2% | $4,763-77.9% |
| Participant deferral / active EE | $6,010 | $8,033-25.2% | $7,297-17.6% | $5,851+2.7% |
| Admin fee / account holder | $68 | $13,122-99.5% | $10,843-99.4% | $11,598-99.4% |