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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 | $4,041 | $104,577-96.1% | $76,667-94.7% | $152,909-97.4% |
| Participation rate | 29.4% | 76.6%-47.2pp | 72.1%-42.7pp | 82.5%-53.0pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,111 | $4,237-73.8% | $3,336-66.7% | $5,851-81.0% |
| Admin fee / account holder | $14 | $12,290-99.9% | $6,423-99.8% | $11,601-99.9% |