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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 | $1,524 | $169,361-99.1% | $129,397-98.8% | $145,877-99.0% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 0.00% | 14395.54%-14395.5pp | 9453.98%-9454.0pp | 551.28%-551.3pp |
| Employer contribution / active EE | $48 | $5,542-99.1% | $4,154-98.8% | $4,663-99.0% |
| Participant deferral / active EE | $602 | $4,987-87.9% | $4,167-85.6% | $6,691-91.0% |
| Admin fee / account holder | $2 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |