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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 | $1,255 | $70,684-98.2% | $169,390-99.3% | $75,173-98.3% |
| Participation rate | 9.6% | 64.8%-55.2pp | 77.2%-67.6pp | 67.2%-57.6pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.07%-406.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $104 | $2,211-95.3% | $4,013-97.4% | $2,671-96.1% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $35 | $5,404-99.3% | $9,015-99.6% | $5,651-99.4% |