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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 | $393 | $60,119-99.3% | $90,430-99.6% | $79,858-99.5% |
| Participation rate | 22.9% | 65.0%-42.1pp | 72.7%-49.8pp | 69.6%-46.8pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $49 | $2,068-97.6% | $3,262-98.5% | $2,471-98.0% |
| Participant deferral / active EE | $1,898 | $2,938-35.4% | $3,963-52.1% | $3,740-49.3% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |