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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 | $108,673-99.6% | $74,713-99.4% | $152,870-99.7% |
| Participation rate | 57.1% | 65.3%-8.2pp | 54.5%+2.7pp | 82.4%-25.3pp |
| Annual return | 0.00% | 114.08%-114.1pp | 752.99%-753.0pp | 345.34%-345.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $403 | $2,713-85.2% | $1,964-79.5% | $5,850-93.1% |
| Admin fee / account holder | $9 | $4,904-99.8% | $3,334-99.7% | $11,597-99.9% |