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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 | $2,180 | $60,128-96.4% | $90,440-97.6% | $79,852-97.3% |
| Participation rate | 56.3% | 65.0%-8.7pp | 72.7%-16.4pp | 69.6%-13.4pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,395 | $2,939-52.5% | $3,964-64.8% | $3,740-62.7% |
| Admin fee / account holder | $14 | $3,977-99.7% | $5,615-99.8% | $5,306-99.7% |