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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 | $4,716 | $121,701-96.1% | $104,639-95.5% | $158,982-97.0% |
| Participation rate | 36.8% | 77.5%-40.7pp | 74.1%-37.2pp | 82.0%-45.1pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,472 | $4,176-64.7% | $3,738-60.6% | $5,983-75.4% |
| Admin fee / account holder | $4 | $7,778-100.0% | $6,465-99.9% | $11,252-100.0% |