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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 | $7,691 | $129,476-94.1% | $93,515-91.8% | $158,982-95.2% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.2pp | 82.0%-15.3pp |
| Annual return | 0.00% | 118.56%-118.6pp | 78.21%-78.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,585 | $3,916+17.1% | $3,129+46.6% | $5,983-23.4% |
| Admin fee / account holder | $14 | $7,396-99.8% | $5,235-99.7% | $11,252-99.9% |