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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 | $2,917 | $58,927-95.1% | $76,823-96.2% | $72,983-96.0% |
| Participation rate | 47.4% | 67.3%-20.0pp | 72.1%-24.7pp | 69.5%-22.1pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.42%-1166.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $328 | $1,787-81.6% | $2,302-85.7% | $2,440-86.5% |
| Participant deferral / active EE | $1,208 | $2,690-55.1% | $3,336-63.8% | $3,608-66.5% |
| Admin fee / account holder | $15 | $4,013-99.6% | $6,422-99.8% | $5,124-99.7% |