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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 | $3,553 | $95,975-96.3% | $74,549-95.2% | $135,379-97.4% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $12 | $2,716-99.6% | $1,961-99.4% | $4,779-99.8% |
| Participant deferral / active EE | $2,134 | $3,844-44.5% | $3,108-31.3% | $5,609-61.9% |
| Admin fee / account holder | $8 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |