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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 | $5,295 | $100,911-94.8% | $90,440-94.1% | $158,966-96.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $132 | $3,690-96.4% | $3,263-96.0% | $4,762-97.2% |
| Participant deferral / active EE | $1,513 | $4,348-65.2% | $3,964-61.8% | $5,983-74.7% |
| Admin fee / account holder | $6 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |