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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 | $3,005 | $99,652-97.0% | $78,778-96.2% | $147,586-98.0% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,832 | $3,664-50.0% | $2,958-38.1% | $5,439-66.3% |
| Admin fee / account holder | $2 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |