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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 | $15,780 | $138,076-88.6% | $123,553-87.2% | $135,380-88.3% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $231 | $5,152-95.5% | $4,628-95.0% | $4,779-95.2% |
| Participant deferral / active EE | $2,274 | $6,800-66.6% | $6,426-64.6% | $5,609-59.5% |
| Admin fee / account holder | $200 | $10,917-98.2% | $9,284-97.8% | $10,828-98.2% |