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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 | $11,979 | $62,941-81.0% | $172,757-93.1% | $67,584-82.3% |
| Participation rate | 27.7% | 64.5%-36.8pp | 82.6%-54.9pp | 71.3%-43.6pp |
| Annual return | 0.00% | 30.36%-30.4pp | 803.06%-803.1pp | 378.59%-378.6pp |
| Employer contribution / active EE | $3 | $1,636-99.8% | $5,144-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $1,363 | $2,145-36.4% | $5,198-73.8% | $3,540-61.5% |
| Admin fee / account holder | $50 | $167-69.8% | $13,956-99.6% | $142-64.6% |