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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 | $4,787 | $169,356-97.2% | $129,406-96.3% | $145,897-96.7% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 0.00% | 14418.62%-14418.6pp | 9468.18%-9468.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $76 | $5,542-98.6% | $4,155-98.2% | $4,663-98.4% |
| Participant deferral / active EE | $882 | $4,987-82.3% | $4,167-78.8% | $6,689-86.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |