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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 | $2,196 | $127,273-98.3% | $109,895-98.0% | $167,518-98.7% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.2%-35.3pp | 82.1%-43.2pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,101 | $4,515-75.6% | $4,049-72.8% | $6,342-82.6% |
| Admin fee / account holder | $58 | $7,117-99.2% | $6,067-99.0% | $12,312-99.5% |