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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 | $537 | $185,225-99.7% | $142,898-99.6% | $167,553-99.7% |
| Participation rate | 65.0% | 78.5%-13.5pp | 72.0%-7.0pp | 82.1%-17.1pp |
| Annual return | 0.00% | 8558.12%-8558.1pp | 5639.64%-5639.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $383 | $4,496-91.5% | $3,838-90.0% | $6,343-94.0% |
| Admin fee / account holder | $1 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |