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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 | $7,245 | $52,519-86.2% | $155,789-95.3% | $59,633-87.9% |
| Participation rate | 49.1% | 61.7%-12.6pp | 76.1%-27.0pp | 68.7%-19.5pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,363 | $3,084-23.4% | $4,798-50.7% | $3,192-25.9% |
| Admin fee / account holder | $21 | $3,540-99.4% | $7,477-99.7% | $4,297-99.5% |