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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 | $169,161-99.1% | $129,295-98.8% | $145,959-99.0% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 0.00% | 14348.07%-14348.1pp | 9429.28%-9429.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $48 | $5,543-99.1% | $4,157-98.8% | $4,661-99.0% |
| Participant deferral / active EE | $602 | $4,989-87.9% | $4,169-85.6% | $6,689-91.0% |
| Admin fee / account holder | $2 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |