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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 | $1,014 | $28,624-96.5% | $53,647-98.1% | $82,637-98.8% |
| Participation rate | 44.1% | 47.3%-3.2pp | 56.3%-12.2pp | 68.1%-23.9pp |
| Annual return | 0.00% | 664.98%-665.0pp | 358.33%-358.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $59 | $637-90.8% | $962-93.9% | $2,552-97.7% |
| Participant deferral / active EE | $442 | $1,196-63.0% | $1,813-75.6% | $4,126-89.3% |
| Admin fee / account holder | $1 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |