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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 | $858 | $104,116-99.2% | $71,089-98.8% | $135,380-99.4% |
| Participation rate | 11.1% | 65.7%-54.5pp | 54.6%-43.5pp | 82.6%-71.5pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $107 | $2,524-95.8% | $1,873-94.3% | $5,609-98.1% |
| Admin fee / account holder | $72 | $4,142-98.3% | $3,082-97.7% | $10,828-99.3% |