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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 | $29,624 | $183,978-83.9% | $162,171-81.7% | $152,885-80.6% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.6%-62.6pp | 82.5%-57.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $800 | $6,370-87.4% | $5,613-85.7% | $4,763-83.2% |
| Participant deferral / active EE | $6,250 | $8,033-22.2% | $7,297-14.3% | $5,851+6.8% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |