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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 | $4,906 | $56,134-91.3% | $96,171-94.9% | $85,847-94.3% |
| Participation rate | 32.4% | 56.7%-24.3pp | 68.4%-36.0pp | 69.3%-36.9pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $184 | $1,620-88.7% | $2,799-93.4% | $2,565-92.8% |
| Participant deferral / active EE | $1,535 | $2,858-46.3% | $4,350-64.7% | $3,952-61.2% |
| Admin fee / account holder | $47 | $3,769-98.8% | $5,538-99.2% | $6,261-99.3% |