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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 | $1,549 | $136,433-98.9% | $98,864-98.4% | $167,553-99.1% |
| Participation rate | 35.0% | 70.3%-35.3pp | 65.7%-30.7pp | 82.1%-47.1pp |
| Annual return | 0.00% | 67.76%-67.8pp | 50.03%-50.0pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $2,070-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $522 | $3,721-86.0% | $3,037-82.8% | $6,343-91.8% |
| Admin fee / account holder | $6 | $5,039-99.9% | $4,080-99.9% | $12,316-100.0% |