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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 | $4,521 | $104,937-95.7% | $84,628-94.7% | $152,897-97.0% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.5%-25.3pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,458 | $4,690-47.6% | $3,900-37.0% | $5,851-58.0% |
| Admin fee / account holder | $65 | $6,243-99.0% | $4,914-98.7% | $11,599-99.4% |