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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 | $1,771 | $103,008-98.3% | $90,304-98.0% | $152,897-98.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $67 | $3,139-97.9% | $2,855-97.7% | $4,764-98.6% |
| Participant deferral / active EE | $798 | $4,281-81.4% | $3,885-79.5% | $5,851-86.4% |
| Admin fee / account holder | $1 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |