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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 | $1,930 | $226,135-99.1% | $182,558-98.9% | $152,909-98.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,581 | $6,371-75.2% | $5,526-71.4% | $5,851-73.0% |
| Admin fee / account holder | $94 | $10,707-99.1% | $8,594-98.9% | $11,601-99.2% |