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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 | $10,317 | $75,832-86.4% | $147,617-93.0% | $59,633-82.7% |
| Participation rate | 22.7% | 71.6%-48.8pp | 84.6%-61.9pp | 68.7%-45.9pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $879 | $3,131-71.9% | $4,895-82.0% | $3,192-72.5% |
| Admin fee / account holder | $1 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |