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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 | $2,730 | $110,093-97.5% | $97,295-97.2% | $145,897-98.1% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 0.00% | 244.76%-244.8pp | 75.62%-75.6pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $917 | $4,678-80.4% | $4,264-78.5% | $6,689-86.3% |
| Admin fee / account holder | $5 | $6,212-99.9% | $5,646-99.9% | $13,390-100.0% |