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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 | $5,497 | $103,000-94.7% | $90,300-93.9% | $152,885-96.4% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $55 | $3,138-98.2% | $2,854-98.1% | $4,763-98.8% |
| Participant deferral / active EE | $1,238 | $4,281-71.1% | $3,884-68.1% | $5,851-78.8% |
| Admin fee / account holder | $5 | $6,173-99.9% | $5,353-99.9% | $11,598-100.0% |