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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 | $139,948-96.3% | $121,663-95.7% | $154,746-96.6% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.5%-19.9pp | 80.7%-26.2pp |
| Annual return | 0.00% | 230.52%-230.5pp | 147.54%-147.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,631 | $5,629-53.3% | $4,887-46.2% | $6,730-60.9% |
| Admin fee / account holder | $5 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |