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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 | $8,344 | $138,102-94.0% | $125,381-93.3% | $134,532-93.8% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $477 | $5,245-90.9% | $4,815-90.1% | $4,741-89.9% |
| Participant deferral / active EE | $4,662 | $7,801-40.2% | $7,448-37.4% | $6,401-27.2% |
| Admin fee / account holder | $1 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |