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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 | $5,070 | $109,967-95.4% | $97,197-94.8% | $145,877-96.5% |
| Participation rate | 55.6% | 76.0%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 0.00% | 244.27%-244.3pp | 75.47%-75.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,374 | $4,676-27.9% | $4,263-20.9% | $6,691-49.6% |
| Admin fee / account holder | $141 | $6,199-97.7% | $5,637-97.5% | $13,402-99.0% |