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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 | $327 | $27,936-98.8% | $58,561-99.4% | $75,173-99.6% |
| Participation rate | 69.2% | 38.8%+30.4pp | 50.9%+18.4pp | 67.2%+2.0pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $381 | $1,202-68.3% | $1,923-80.2% | $4,126-90.8% |
| Admin fee / account holder | $83 | $1,727-95.2% | $2,520-96.7% | $5,651-98.5% |