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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 | $7,055 | $81,696-91.4% | $70,494-90.0% | $158,982-95.6% |
| Participation rate | 18.2% | 77.7%-59.5pp | 75.1%-56.9pp | 82.0%-63.8pp |
| Annual return | 0.00% | 208.70%-208.7pp | 109.16%-109.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,247 | $4,558-72.6% | $3,711-66.4% | $5,983-79.2% |
| Admin fee / account holder | $2 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |