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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 | $5,609 | $103,008-94.6% | $90,304-93.8% | $152,897-96.3% |
| Participation rate | 46.7% | 75.9%-29.2pp | 73.3%-26.6pp | 82.5%-35.8pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,508 | $4,281-41.4% | $3,885-35.5% | $5,851-57.1% |
| Admin fee / account holder | $17 | $6,175-99.7% | $5,354-99.7% | $11,599-99.9% |