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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 | $2,209 | $108,285-98.0% | $77,552-97.2% | $158,982-98.6% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,100 | $2,455-55.2% | $1,861-40.9% | $5,983-81.6% |
| Admin fee / account holder | $3 | $3,709-99.9% | $2,859-99.9% | $11,252-100.0% |