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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 | $5,824 | $177,353-96.7% | $158,226-96.3% | $198,609-97.1% |
| Participation rate | 27.3% | 77.0%-49.8pp | 74.8%-47.6pp | 82.4%-55.1pp |
| Annual return | 0.00% | 599.50%-599.5pp | 501.41%-501.4pp | 202.70%-202.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,023 | $4,615-56.2% | $4,317-53.1% | $6,977-71.0% |
| Admin fee / account holder | $40 | $10,960-99.6% | $10,217-99.6% | $19,030-99.8% |