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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 | $4,088 | $73,518-94.4% | $63,003-93.5% | $147,585-97.2% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.8%-48.5pp | 82.8%-56.5pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.56%-578.6pp |
| Employer contribution / active EE | $126 | $3,322-96.2% | $2,760-95.4% | $4,876-97.4% |
| Participant deferral / active EE | $912 | $4,183-78.2% | $3,329-72.6% | $5,439-83.2% |
| Admin fee / account holder | $2 | $5,952-100.0% | $3,600-99.9% | $10,885-100.0% |