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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 | $2,680 | $52,380-94.9% | $98,775-97.3% | $85,847-96.9% |
| Participation rate | 30.8% | 58.0%-27.2pp | 65.7%-35.0pp | 69.3%-38.5pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.92%-49.9pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $801 | $2,101-61.9% | $3,035-73.6% | $3,952-79.7% |
| Admin fee / account holder | $1 | $3,865-100.0% | $4,076-100.0% | $6,261-100.0% |