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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 | $1,897 | $112,935-98.3% | $90,970-97.9% | $158,966-98.8% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $159 | $2,895-94.5% | $2,122-92.5% | $4,762-96.7% |
| Participant deferral / active EE | $1,046 | $4,129-74.7% | $3,373-69.0% | $5,983-82.5% |
| Admin fee / account holder | $1 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |