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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 | $698 | $110,629-99.4% | $80,784-99.1% | $167,553-99.6% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $341 | $2,871-88.1% | $2,145-84.1% | $6,343-94.6% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |