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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 | $1,656 | $107,030-98.5% | $73,550-97.7% | $147,586-98.9% |
| Participation rate | 11.1% | 66.4%-55.3pp | 54.9%-43.8pp | 82.8%-71.7pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $174 | $2,458-92.9% | $1,804-90.4% | $5,439-96.8% |
| Admin fee / account holder | $3 | $3,055-99.9% | $2,320-99.9% | $10,886-100.0% |