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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 | $292 | $58,311-99.5% | $81,882-99.6% | $80,959-99.6% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.4%-17.1pp | 67.7%-12.4pp |
| Annual return | 0.00% | 41.85%-41.8pp | 779.47%-779.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,106 | $3,287-66.4% | $4,323-74.4% | $4,300-74.3% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |