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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 | $7,175 | $75,832-90.5% | $147,617-95.1% | $59,633-88.0% |
| Participation rate | 35.4% | 71.6%-36.2pp | 84.6%-49.2pp | 68.7%-33.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,682 | $3,131-14.3% | $4,895-45.2% | $3,192-16.0% |
| Admin fee / account holder | $182 | $5,986-97.0% | $11,612-98.4% | $4,297-95.8% |