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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 | $2,675 | $93,346-97.1% | $71,796-96.3% | $273,972-99.0% |
| Participation rate | 18.2% | 76.5%-58.3pp | 69.1%-50.9pp | 83.0%-64.8pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $874 | $3,475-74.8% | $2,794-68.7% | $5,287-83.5% |
| Admin fee / account holder | $198 | $6,571-97.0% | $4,815-95.9% | $10,133-98.0% |