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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 | $6,861 | $142,354-95.2% | $125,529-94.5% | $155,188-95.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 74.7%-46.2pp | 80.8%-52.2pp |
| 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 | $3,600 | $5,491-34.4% | $4,813-25.2% | $6,531-44.9% |
| Admin fee / account holder | $10 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |