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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 | $1,395 | $106,923-98.7% | $84,023-98.3% | $152,909-99.1% |
| Participation rate | 55.6% | 75.3%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,069 | $4,013-73.4% | $3,239-67.0% | $5,851-81.7% |
| Admin fee / account holder | $114 | $8,289-98.6% | $6,102-98.1% | $11,601-99.0% |