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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 | $3,928 | $106,918-96.3% | $84,021-95.3% | $152,897-97.4% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.5%-24.1pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,386 | $4,012-40.5% | $3,239-26.3% | $5,851-59.2% |
| Admin fee / account holder | $240 | $8,288-97.1% | $6,102-96.1% | $11,599-97.9% |