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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 | $5,346 | $109,967-95.1% | $97,197-94.5% | $145,877-96.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 0.00% | 244.27%-244.3pp | 75.47%-75.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,452 | $4,676-4.8% | $4,263+4.4% | $6,691-33.5% |
| Admin fee / account holder | $3 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |