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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 | $6,657 | $99,668-93.3% | $86,451-92.3% | $134,545-95.1% |
| Participation rate | 61.5% | 82.1%-20.5pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,273 | $7,249+0.3% | $6,953+4.6% | $6,401+13.6% |
| Admin fee / account holder | $47 | $8,377-99.4% | $6,734-99.3% | $11,431-99.6% |