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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 | $13,287 | $209,425-93.7% | $178,499-92.6% | $158,966-91.6% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,145 | $5,707-79.9% | $5,011-77.2% | $4,762-76.0% |
| Participant deferral / active EE | $5,890 | $5,955-1.1% | $5,202+13.2% | $5,983-1.6% |
| Admin fee / account holder | $48 | $17,078-99.7% | $13,986-99.7% | $11,250-99.6% |