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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 | $3,604 | $104,106-96.5% | $71,086-94.9% | $135,379-97.3% |
| Participation rate | 8.3% | 65.7%-57.3pp | 54.7%-46.3pp | 82.6%-74.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $333 | $2,527-86.8% | $1,874-82.2% | $5,609-94.1% |
| Admin fee / account holder | $22 | $4,142-99.5% | $3,082-99.3% | $10,828-99.8% |