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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 | $1,283 | $70,366-98.2% | $66,674-98.1% | $138,895-99.1% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.7%-15.8pp | 79.9%-22.0pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $757 | $4,374-82.7% | $4,084-81.5% | $6,396-88.2% |
| Admin fee / account holder | $10 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |