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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 | $8,721 | $217,392-96.0% | $185,818-95.3% | $167,497-94.8% |
| Participation rate | 31.6% | 86.0%-54.5pp | 81.7%-50.1pp | 82.1%-50.5pp |
| Annual return | 0.00% | 148.37%-148.4pp | 122.06%-122.1pp | 478.62%-478.6pp |
| Employer contribution / active EE | $217 | $5,873-96.3% | $5,168-95.8% | $4,838-95.5% |
| Participant deferral / active EE | $2,528 | $6,357-60.2% | $5,568-54.6% | $6,341-60.1% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |