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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 | $2,921 | $112,935-97.4% | $90,970-96.8% | $158,966-98.2% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $321 | $2,895-88.9% | $2,122-84.9% | $4,762-93.3% |
| Participant deferral / active EE | $1,284 | $4,129-68.9% | $3,373-61.9% | $5,983-78.5% |
| Admin fee / account holder | $8 | $8,045-99.9% | $5,960-99.9% | $11,250-99.9% |