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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 | $420 | $108,701-99.6% | $74,723-99.4% | $152,909-99.7% |
| Participation rate | 57.1% | 65.4%-8.2pp | 54.5%+2.7pp | 82.5%-25.3pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $403 | $2,709-85.1% | $1,962-79.5% | $5,851-93.1% |
| Admin fee / account holder | $9 | $4,906-99.8% | $3,335-99.7% | $11,601-99.9% |