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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 | $3,602 | $93,346-96.1% | $71,796-95.0% | $273,972-98.7% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $181 | $2,733-93.4% | $1,924-90.6% | $4,869-96.3% |
| Participant deferral / active EE | $1,719 | $3,475-50.5% | $2,794-38.5% | $5,287-67.5% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.4% | $10,133-99.7% |