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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 | $2,020 | $34,316-94.1% | $74,722-97.3% | $72,975-97.2% |
| Participation rate | 16.4% | 42.4%-26.0pp | 54.5%-38.1pp | 69.5%-53.1pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $5 | $692-99.3% | $1,084-99.5% | $2,440-99.8% |
| Participant deferral / active EE | $403 | $1,272-68.3% | $1,963-79.5% | $3,608-88.8% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |