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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 | $1,887 | $108,701-98.3% | $74,723-97.5% | $152,909-98.8% |
| Participation rate | 12.5% | 65.4%-52.9pp | 54.5%-42.0pp | 82.5%-70.0pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $231 | $2,709-91.5% | $1,962-88.2% | $5,851-96.0% |
| Admin fee / account holder | $2 | $4,906-100.0% | $3,335-99.9% | $11,601-100.0% |