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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 | $16,618 | $226,105-92.7% | $182,540-90.9% | $152,897-89.1% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.0%-61.3pp | 82.5%-65.8pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $242 | $4,978-95.1% | $4,076-94.1% | $4,764-94.9% |
| Participant deferral / active EE | $2,467 | $6,370-61.3% | $5,525-55.4% | $5,851-57.8% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |