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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 | $2,759 | $129,476-97.9% | $93,515-97.0% | $158,982-98.3% |
| Participation rate | 42.9% | 71.0%-28.1pp | 66.8%-24.0pp | 82.0%-39.1pp |
| Annual return | 0.00% | 118.56%-118.6pp | 78.21%-78.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,452 | $3,916-62.9% | $3,129-53.6% | $5,983-75.7% |
| Admin fee / account holder | $5 | $7,396-99.9% | $5,235-99.9% | $11,252-100.0% |