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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 | $1,489 | $108,685-98.6% | $74,719-98.0% | $152,885-99.0% |
| Participation rate | 16.7% | 65.3%-48.7pp | 54.5%-37.8pp | 82.5%-65.8pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $238 | $2,712-91.2% | $1,963-87.9% | $5,851-95.9% |
| Admin fee / account holder | $2 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |