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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 | $3,235 | $104,924-96.9% | $84,623-96.2% | $152,885-97.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.5%-45.0pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,144 | $4,689-75.6% | $3,899-70.6% | $5,851-80.4% |
| Admin fee / account holder | $6 | $6,242-99.9% | $4,913-99.9% | $11,598-99.9% |