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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 | $2,612 | $67,396-96.1% | $60,919-95.7% | $134,545-98.1% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.1%-26.9pp | 81.2%-35.1pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $381 | $3,101-87.7% | $2,704-85.9% | $4,742-92.0% |
| Participant deferral / active EE | $1,353 | $4,534-70.2% | $3,814-64.5% | $6,401-78.9% |
| Admin fee / account holder | $101 | $4,590-97.8% | $3,228-96.9% | $11,431-99.1% |