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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 | $5,225 | $142,354-96.3% | $125,529-95.8% | $155,188-96.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 74.7%-20.2pp | 80.8%-26.3pp |
| Annual return | 0.00% | 306.06%-306.1pp | 202.56%-202.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,631 | $5,491-52.1% | $4,813-45.3% | $6,531-59.7% |
| Admin fee / account holder | $5 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |