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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 | $2,739 | $105,929-97.4% | $81,716-96.6% | $158,966-98.3% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.0%-52.0pp | 82.0%-62.0pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $711 | $13,007-94.5% | $7,108-90.0% | $5,983-88.1% |
| Admin fee / account holder | $4 | $8,492-100.0% | $5,159-99.9% | $11,250-100.0% |