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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 | $2,171 | $92,766-97.7% | $82,763-97.4% | $134,545-98.4% |
| Participation rate | 4.5% | 75.2%-70.7pp | 72.6%-68.0pp | 81.2%-76.7pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $11 | $3,273-99.7% | $3,008-99.6% | $4,742-99.8% |
| Participant deferral / active EE | $962 | $4,802-80.0% | $4,395-78.1% | $6,401-85.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |