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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 | $235 | $50,150-99.5% | $149,723-99.8% | $80,169-99.7% |
| Participation rate | 1.9% | 64.3%-62.4pp | 78.8%-76.9pp | 72.9%-71.0pp |
| Annual return | 0.00% | 29.80%-29.8pp | 134.50%-134.5pp | 40.39%-40.4pp |
| Employer contribution / active EE | $12 | $1,868-99.4% | $4,821-99.8% | $2,978-99.6% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,215-100.0% | $145-100.0% |