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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 | $4,081 | $96,643-95.8% | $86,617-95.3% | $139,456-97.1% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $189 | $3,264-94.2% | $3,023-93.8% | $4,753-96.0% |
| Participant deferral / active EE | $2,483 | $4,835-48.7% | $4,437-44.0% | $6,711-63.0% |
| Admin fee / account holder | $96 | $6,406-98.5% | $5,613-98.3% | $11,407-99.2% |