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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 | $2,004 | $91,911-97.8% | $68,612-97.1% | $135,380-98.5% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $181 | $3,924-95.4% | $2,625-93.1% | $4,779-96.2% |
| Participant deferral / active EE | $1,188 | $4,315-72.5% | $3,311-64.1% | $5,609-78.8% |
| Admin fee / account holder | $32 | $9,240-99.7% | $5,131-99.4% | $10,828-99.7% |