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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 | $6,748 | $85,171-92.1% | $172,753-96.1% | $72,976-90.8% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $382 | $3,324-88.5% | $5,144-92.6% | $2,440-84.4% |
| Participant deferral / active EE | $1,200 | $3,260-63.2% | $5,198-76.9% | $3,608-66.8% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |