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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 | $11,477 | $105,145-89.1% | $94,664-87.9% | $139,466-91.8% |
| Participation rate | 41.7% | 82.4%-40.7pp | 80.8%-39.2pp | 80.3%-38.7pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,963 | $7,599-21.5% | $7,417-19.6% | $6,712-11.2% |
| Admin fee / account holder | $218 | $8,972-97.6% | $7,222-97.0% | $11,409-98.1% |