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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 | $3,729 | $63,346-94.1% | $92,240-96.0% | $70,126-94.7% |
| Participation rate | 54.1% | 68.7%-14.6pp | 76.5%-22.4pp | 69.5%-15.5pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $224 | $2,471-90.9% | $3,680-93.9% | $2,343-90.4% |
| Participant deferral / active EE | $1,791 | $2,854-37.2% | $3,897-54.0% | $3,332-46.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |