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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 | $7,640 | $138,102-94.5% | $125,381-93.9% | $134,532-94.3% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $612 | $5,245-88.3% | $4,815-87.3% | $4,741-87.1% |
| Participant deferral / active EE | $2,966 | $7,801-62.0% | $7,448-60.2% | $6,401-53.7% |
| Admin fee / account holder | $149 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |