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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 | $1,896 | $124,980-98.5% | $108,359-98.3% | $154,746-98.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 0.00% | 45.00%-45.0pp | 36.89%-36.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,513 | $4,743-68.1% | $4,137-63.4% | $6,730-77.5% |
| Admin fee / account holder | $5 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |