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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 | $2,085 | $123,155-98.3% | $108,753-98.1% | $155,188-98.7% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 0.00% | 44.73%-44.7pp | 37.47%-37.5pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,930 | $4,623-58.3% | $4,115-53.1% | $6,531-70.4% |
| Admin fee / account holder | $29 | $12,126-99.8% | $10,320-99.7% | $14,480-99.8% |